Filings through .
3 of 19 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Possible retail share class: $211K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$57K in admin expenses, $68 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
34 funds of $250K or more; 42 lines in all, holding $67.4M of the plan's $67.6M. Recordkeeper: TIAA (Nuveen).
Target-date series: Vanguard Target Retirement, mutual fund, 3% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Tiaa Traditional Nonbenefit-Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $9.5M | 14.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.7M | 8.5% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $5.2M | 7.8% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.2M | 7.7% |
| Tiaa Traditional Benefit Responsive 2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $4.8M | 7.1% |
| Nomuera Diversified Income Inst Manager not matched · Other | $4.0M | 6.0% |
| Eaton Vance Atlanta Cap Smid I Morgan Stanley · Other | $3.5M | 5.1% |
| Alger Cap Appreciation Ptfl I2 Manager not matched · Other | $3.3M | 4.8% |
| Vanguard Windsor Fund Admiral Shares Vanguard · Mutual fund | $2.9M | 4.3% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $2.1M | 3.1% |
| 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 |
32 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 3 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedInvesco Developing Markets Fund Class Y | $1.2M |
| Share class changeLord Abbett Short Dur Income A to Lord Abbett Sh Duration Inc I | $603K to $724K |
| DroppedVanguard Mid-Cap Index Fund Admiral Shares | $553K |
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.
32 more lines and 1 more change 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 3 by compensation.
| Provider | Compensation |
|---|---|
TEACHERS INSURANCE & ANNUITY ASSOC11+ years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017-3206 Recordkeeping | $55,851 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH (FORMERLY SAGEPOINT) Service code 26 · EIN 93-0987232 2800 N CENTRAL AVE # 2100 · PHOENIX, AZ 85004-1098 Advisory (Participants) | $51,159 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 312 WALNUT ST STE 3000 · CINCINNATI, OH 45202-4025 Accounting | $6,856 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025