Filings through .
Filed July 18, 2006
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 |
|---|---|---|
TIAA6 years Filed as: TIAA- TEACHERS INS & ANNUITY ASSN Service code 13 · EIN 13-1624203 | Contract Administrator | $115,739 |
CLEARSTEAD ADVISORS, LLC7 years Service code 27 · EIN 34-1597728 | Advisory (Plan) | $20,000 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $13,660 |
38 funds of $250K or more; 39 lines in all, holding $60.2M of the plan's $60.7M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Tiaa Traditional Annuity Contract - Nonbenefit-Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $11.3M | 18.7% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $7.4M | 12.2% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 21 vintagesRecordkeeper's own fund | $6.5M | 10.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.8M | 9.6% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.8M | 6.4% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $2.9M | 4.8% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.8M | 4.7% |
| Responsible Balanced Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.3M | 3.9% |
| Tiaa Stable Value Contract - Fully Benefit-Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.9M | 3.1% |
| Harbor Capital Appreciation Rt Harbor Capital · Other | $1.4M | 2.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.