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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 13 · EIN 13-1624203 | Contract Administrator | $8,038 |
4 funds of $250K or more; 31 lines in all, holding $5.0M of the plan's $5.0M. From the 2024 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle Index, mutual fund, 12% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.3M | 25.2% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $600K | 12.1% |
| Tiaa Traditional Nonbenefit Responsive Annuity TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $588K | 11.9% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $470K | 9.5% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 8 vintagesRecordkeeper's own fund | $416K | 8.4% |
| Blue Chip Fund R-6 Principal · Mutual fund | $261K | 5.3% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $242K | 4.9% |
| Money Market Account Class R1 TIAA (Nuveen) · Money market Recordkeeper's own fund | $164K | 3.3% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $164K | 3.3% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $141K | 2.8% |
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.
The auditor signed off without reservation. This is the cleanest opinion.