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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $85,781 |
PLANPILOT, LLC8 years Service code 28 · EIN 45-4168388 | Investment Management | $26,000 |
17 funds of $250K or more; 18 lines in all, holding $118M of the plan's $119M. 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 | $29.0M | 24.6% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $22.3M | 18.8% |
| College Retirement Equities Fund variable annuities TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $19.2M | 16.2% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $7.7M | 6.5% |
| College Retirement Equities Fund variable annuities Vanguard · Mutual fund Index | $6.3M | 5.3% |
| College Retirement Equities Fund variable annuities Capital Group · Mutual fund | $5.9M | 5.0% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $5.9M | 5.0% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $4.8M | 4.1% |
| Responsible Balanced Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $4.5M | 3.8% |
| Money Market Account Class R2 TIAA (Nuveen) · Money market Recordkeeper's own fund | $2.2M | 1.9% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.