Filings through .
Filed February 28, 2025
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 14 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Plan Administrator | $35,793 |
BLAZEK & VETTERLING8 years Service code 10 · EIN 76-0269860 2900 WESLAYAN ST STE 200 · HOUSTON, TX 770275180 | Accounting | $14,750 |
30 funds of $250K or more; 36 lines in all, holding $49.3M of the plan's $49.5M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle Index, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $16.2M | 32.9% |
| Tiaa Traditional Annuity TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $7.7M | 15.6% |
| Total Global Stock Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $5.2M | 10.5% |
| Growth Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.8M | 5.6% |
| Global Equities Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.2M | 4.5% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $1.3M | 2.6% |
| Cref Equity Index TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 2.5% |
| Responsible Balanced Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.2M | 2.4% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $1.1M | 2.2% |
| Nuveen Large Cap Growth Index Fund TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $1.0M | 2.0% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.