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| Provider | Service type | Compensation |
|---|---|---|
TIAA11+ years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $26,182 |
Service code 27 · EIN 22-3844414 | Advisory (Plan) | $9,058 |
37 funds of $250K or more; 32 lines in all, holding $85.2M of the plan's $85.4M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle Index, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $21.0M | 24.7% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $10.7M | 12.6% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $8.8M | 10.4% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $8.1M | 9.5% |
| Vanguard Large-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.9M | 9.3% |
| Tiaa Traditional Non Benefit Responsive 2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $3.1M | 3.6% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.6M | 3.1% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 2.9% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $2.3M | 2.7% |
| Nuveen Large Cap Responsible Equity Fund TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.8M | 2.1% |
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.