Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$68K in admin expenses, $157 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
28 funds hold $87.0M of the plan's $87.3M. Recordkeeper: TIAA (Nuveen).
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $16.8M | 19.4% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $8.9M | 10.2% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $8.8M | 10.1% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.2M | 8.3% |
| Par, or Maturity Value Cost Value Fixed Annuity Manager not matched · Insurance contract | $6.9M | 7.9% |
| Tiaa Traditional Annuity Contracts FBR (Gsra, SRA, RCP, and Plan Loan Default) TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $6.3M | 7.2% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $4.7M | 5.4% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.5M | 4.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.8M | 3.2% |
| Responsible Balanced Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.6M | 2.9% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
18 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 5 funds, dropped 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedNuveen Lifecycle Index 2035 Fund Class I | $26.7M |
| ReplacedHighNuveen Equity Index Fund Class R6 to Vanguard Institutional Index Fund Institutional Shares | $6.0M to $16.8M |
| AddedVanguard Total International Stock Index Fund Institutional Shares | $8.9M |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
18 more lines and 5 more changes in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
TIAA10+ years Filed as: TIAA-TEACHERS INS AND ANNUITY ASSOC Service code 13 · EIN 13-1624203 Contract Administrator | $35,126 |
SAGEVIEW ADVISORY GROUP, LLC7 years Service code 26 · EIN 33-0818667 Advisory (Participants) | $29,823 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
Filed July 13, 2001.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
11 filings · 2015 to 2025