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.
$87K in admin expenses, $70 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
30 funds of $250K or more, counting each target-date vintage; shown as 22 lines, holding $243M of the plan's $249M. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, 16% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $47.0M | 19.3% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $47.0M | 19.3% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $40.0M | 16.4% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $23.4M | 9.6% |
| Vanguard Extended Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $11.0M | 4.5% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $10.9M | 4.5% |
| American Beacon Large Cap Value Fund R6 Class American Beacon (Resolute) · Mutual fund | $8.9M | 3.7% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $7.4M | 3.0% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $6.5M | 2.7% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $6.5M | 2.7% |
| 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 |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedDodge & Cox Income Fund Class X | $6.5M |
| AddedEupac Fund Class R-6 | $6.5M |
| Share class changeVanguard Total Bond Market Index Fund Admiral Shares to Vanguard Total Bond Market Index Fund Institutional Shares | $5.8M to $5.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 renames.
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.
12 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 |
|---|---|
FIDUCIENT ADVISORS LLC5 years Filed as: FIDUCIENT ADVISORS, LLC Service code 17 · EIN 36-4001764 Pension Consulting | $63,449 |
SCHNEIDER DOWNS & CO., INC.4 years Service code 10 · EIN 25-1408703 Accounting | $21,314 |
TIAA10+ years Service code 15 · EIN 13-1624203 Recordkeeping | $1,825 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025