Filings through .
Filed December 31, 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 |
|---|---|---|
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $15,120 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 55 · EIN 26-0058143 | Other Commissions | $10,522 |
30 funds of $250K or more; 36 lines in all, holding $56.5M of the plan's $57.3M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle Index, mutual fund, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nonbenefit Responsive Insurance Contact: Tiaa TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $12.4M | 22.0% |
| Total Global Stock Account TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $10.3M | 18.3% |
| Global Equities Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $5.0M | 8.8% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $4.8M | 8.5% |
| Growth Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $4.3M | 7.7% |
| Responsible Balanced Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.4M | 4.3% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $2.2M | 4.0% |
| S&P 500 Index Account TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $2.1M | 3.8% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $2.0M | 3.6% |
| Core Bond Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.5M | 2.7% |
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.
The auditor signed off without reservation. This is the cleanest opinion.