Filings through .
3 of 19 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Possible retail share class: $17.6M
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.
$19K in admin expenses, $28 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more; 23 lines in all, holding $69.7M of the plan's $69.9M. Recordkeeper: TIAA (Nuveen).
| Fund | Dollars | % of funds% |
|---|---|---|
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund IndexPossible retail class A | $9.8M | 14.0% |
| Tiaa Traditional Annuity Contracts TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $9.6M | 13.8% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $9.1M | 13.1% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $6.3M | 9.1% |
| Goldman Sachs International Equity ESG Fund Institutional Goldman Sachs · Mutual fund | $5.8M | 8.3% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $5.3M | 7.6% |
| Nuveen Quant Small Cap Equity Fund Class A TIAA (Nuveen) · Mutual fund Possible retail class ARecordkeeper's own fund | $3.4M | 4.9% |
| Tiaa Real Estate TIAA (Nuveen) · Mutual fund Possible retail class ARecordkeeper's own fund | $3.1M | 4.4% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.8M | 4.1% |
| Core Bond Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.7M | 3.9% |
| 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 |
13 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedScout Unconstrained Bond Institutional Fund | $472K |
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.
13 more lines 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 |
|---|---|
Service code 14 · EIN 25-0965601 Plan Administrator | $14,000 |
TIAA2 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 Recordkeeping | $1,100 |
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.
Filed November 19, 2014.
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