Filings through .
Filed June 30, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA CREF Service code 28 · EIN 13-1624203 | Investment Management | $45,344 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $37,080 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $7,632 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 | Accounting | $5,875 |
41 funds of $250K or more; 43 lines in all, holding $132M of the plan's $133M. From the 2024 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Tiaa Traditional Annuity Contract - Nonbenefit-Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $30.7M | 23.2% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 18 vintagesRecordkeeper's own fund | $25.9M | 19.6% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $17.7M | 13.4% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $8.0M | 6.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.1M | 4.6% |
| Fully Benefit-Responsive Annuity Contract: Tiaa Traditional Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $5.4M | 4.1% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $5.1M | 3.9% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $4.4M | 3.3% |
| Responsible Balanced Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $4.0M | 3.1% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $3.4M | 2.6% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.