Filings through .
Filed February 4, 2003
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.
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| Provider | Service type | Compensation |
|---|---|---|
THE AGBAY GROUP10+ years Service code 16 · EIN 20-0981614 1441 W LONG LAKE RD STE 175 · TROY, MI 480984436 | Consulting | $27,564 |
TIAA7 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $25,200 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 30-1413443 | Accounting | $14,750 |
31 funds of $250K or more; 69 lines in all, holding $35.6M of the plan's $35.7M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle Index, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Guaranteed Annuities - Non Benefit-Responsive Contracts Tiaa-Cref TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $6.0M | 16.9% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $5.9M | 16.6% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.7M | 7.7% |
| Nuveen LfCycle Ix 2030 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.5M | 4.1% |
| Nuveen Large Cap Growth Index Fund Class R6 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 3.4% |
| Tiaa-Cref Vanguard Ttl Intl Stk Index Adm TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 3.3% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $993K | 2.8% |
| Nuveen LfCycle Ix 2050 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $945K | 2.7% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 1 vintageRecordkeeper's own fund | $817K | 2.3% |
| Responsible Balanced Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $774K | 2.2% |
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 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.
The auditor signed off without reservation. This is the cleanest opinion.