Filings through .
Filed November 17, 2015
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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $25,453 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $6,857 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,730 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
20 funds of $250K or more; 26 lines in all, holding $14.5M of the plan's $14.6M. From the 2024 filing. Recordkeeper: Raymond James Financial Services.
Target-date series: Nuveen Lifecycle Index, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $5.9M | 40.5% |
| MetLife Stable Value Fund MetLife · Stable value Stable value | $985K | 6.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $903K | 6.2% |
| Great Gray Large Cap Growth Fund II R1 Fund Manager not matched · Mutual fund Possible retail class R1 | $816K | 5.6% |
| Nuveen Short Term Bond Fund TIAA (Nuveen) · Mutual fund | $684K | 4.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $678K | 4.7% |
| American Balanced Fund Capital Group · Mutual fund | $668K | 4.6% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $497K | 3.4% |
| Pioneer Bond Fund Victory Capital · Mutual fund | $468K | 3.2% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $465K | 3.2% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.