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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $43,162 |
PLANPILOT, LLC2 years Service code 16 · EIN 45-4168388 | Consulting | $8,800 |
21 funds of $250K or more; 34 lines in all, holding $29.2M of the plan's $30.0M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 17 vintagesRecordkeeper's own fund | $10.5M | 36.1% |
| Total Global Stock Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.6M | 12.4% |
| Tiaa-Cref TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.3M | 8.0% |
| Growth Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.2M | 7.4% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $2.1M | 7.3% |
| S&P 500 Index Account TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $1.7M | 5.9% |
| Global Equities Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.4M | 4.9% |
| Responsible Balanced Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $843K | 2.9% |
| American Europac Growth Capital Group · Other | $502K | 1.7% |
| Money Market Account TIAA (Nuveen) · Money market Recordkeeper's own fund | $455K | 1.6% |
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, not money moved.
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.