Filings through .
Filed December 13, 2007 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $84,338 |
Filed as: NEW ENGLAND RETIREMENT CONSULTANTS, Service code 27 · EIN 20-5322603 470 ATLANTIC AVENUE, FLOOR 4TH · BOSTON, MA 022102208 | Advisory (Plan) | $36,000 |
PENTEGRA SERVICES, INC.3 years Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE., STE. 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $22,103 |
25 funds of $250K or more; 28 lines in all, holding $105M of the plan's $105M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
| Fund | Dollars | % of funds% |
|---|---|---|
| Guaranteed Annuity Contracts Tiaa TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $21.8M | 20.8% |
| Total Global Stock Account TIAA (Nuveen) · Separate account Recordkeeper's own fund | $15.6M | 15.0% |
| Vanguard S&P 500 Vanguard · Mutual fund | $11.1M | 10.6% |
| Vanguard Development Market N/R Vanguard · Mutual fund | $7.3M | 7.0% |
| Global Equities Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $7.3M | 7.0% |
| Tiaa Traditional Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $5.2M | 4.9% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $4.7M | 4.5% |
| Schwab Small-Cap Index Fund Charles Schwab · Mutual fund | $4.3M | 4.1% |
| Growth Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.8M | 3.6% |
| S&P 500 Index Account TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $3.0M | 2.9% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedPutnam Putman Large Cap | $2.0M |
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, not money moved.
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.
The auditor signed off without reservation. This is the cleanest opinion.