Filings through .
2 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
$178K in admin expenses, $141 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
4 funds hold $155M of the plan's $153M. Recordkeeper: TIAA (Nuveen).
| Fund | Dollars | % of funds% |
|---|---|---|
| Assets Investments Investments at fair value Manager not matched · Other | $129M | 83.5% |
| Net appreciation in fair value of investments Manager not matched · Other | $14.8M | 9.6% |
| Investments At Contract Value Manager not matched · Insurance contract | $6.7M | 4.4% |
| Additions Investment income Interest and dividends Manager not matched · Other | $3.9M | 2.5% |
No lineup changes between the 2024 and 2025 filings.
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.
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 |
|---|---|
TIAA9 years Filed as: TIAA-TEACHERS INS AND ANNUITY ASSOC Service code 15 · EIN 13-1624203 Recordkeeping | $116,797 |
PLANPILOT, LLC6 years Service code 27 · EIN 45-4168388 Advisory (Plan) | $41,340 |
Service code 10 · EIN 31-0800053 Accounting | $18,200 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
Filed April 5, 2002.
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.
3 contacts
11 filings · 2015 to 2025