Filings through .
2 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$15K in admin expenses, $78 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 10 lines in all, holding $17.3M of the plan's $17.3M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| College Retirement Equities Fund variable annuities TIAA (Nuveen) · Mutual fund Index | $5.1M | 29.3% |
| College Retirement Equities Fund variable annuities TIAA (Nuveen) · Insurance contract | $5.0M | 29.0% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund | $2.5M | 14.3% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund | $2.1M | 12.1% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund | $1.2M | 7.2% |
| Responsible Balanced Account Class R1 TIAA (Nuveen) · Mutual fund | $1.0M | 5.9% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund Index | $248K | 1.4% |
| Money Market Account Class R1 TIAA (Nuveen) · Money market | $64K | 0.4% |
| Core Bond Account Class R1 TIAA (Nuveen) · Mutual fund | $39K | 0.2% |
| Inflation-Linked Bond Account Class R1 TIAA (Nuveen) · Mutual fund | $25K | 0.1% |
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 1 by compensation.
| Provider | Compensation |
|---|---|
MALONEY & NOVOTNY LLC5 years Service code 10 · EIN 34-0677006 Accounting | $12,500 |
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.
4 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025