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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $31,250 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $14,643 |
21 funds of $250K or more; 41 lines in all, holding $34.3M of the plan's $34.5M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Vanguard Target Retirement, mutual fund, 15% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Tiaa Traditional Annuity - Nonbenefit Responsive (RA/RC) TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $10.3M | 30.0% |
| Total Global Stock Account TIAA (Nuveen) · Separate account Recordkeeper's own fund | $7.6M | 22.2% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $5.3M | 15.4% |
| Global Equities Account TIAA (Nuveen) · Separate account Recordkeeper's own fund | $1.8M | 5.3% |
| Growth Account TIAA (Nuveen) · Separate account Recordkeeper's own fund | $1.8M | 5.1% |
| Nuveen Large Cap Growth Fund Class I TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $937K | 2.7% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $916K | 2.7% |
| S&P 500 Index Account TIAA (Nuveen) · Separate account IndexRecordkeeper's own fund | $696K | 2.0% |
| Responsible Balanced Account TIAA (Nuveen) · Separate account Recordkeeper's own fund | $504K | 1.5% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $483K | 1.4% |
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.
The auditor signed off without reservation. This is the cleanest opinion.