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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $10,302 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,987 |
14 funds of $250K or more; 19 lines in all, holding $26.7M of the plan's $26.7M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
| Fund | Dollars | % of funds% |
|---|---|---|
| College Retirement Equities Fund variable annuities TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $7.1M | 26.6% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $4.7M | 17.5% |
| College Retirement Equities Fund variable annuities TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $4.3M | 16.0% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.8M | 6.6% |
| Nuveen S&P 500 Index Fund Class R6 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 5.5% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.4M | 5.2% |
| College Retirement Equities Fund variable annuities Vanguard · Mutual fund | $1.3M | 4.9% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 4.5% |
| Responsible Balanced Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $842K | 3.2% |
| Nuveen Small Cap Blend Index Fund Class R6 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $798K | 3.0% |
Added 3 funds, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| AddedCollege Retirement Equities Fund variable annuities | $4.3M |
| AddedCollege Retirement Equities Fund variable annuities | $1.3M |
| DroppedTiaa Real Estate | $973K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 9 renames.
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 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.