Filings through .
4 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
Wind-down / frozen
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.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$29K in admin expenses.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
39 funds of $250K or more, counting each target-date vintage; shown as 33 lines, holding $74.7M of the plan's $74.8M. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, 14% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Annuity Contracts, at Fair Value Tiaa Traditional - Non Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $13.4M | 17.9% |
| Total Global Stock Account TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $11.9M | 15.9% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 21 vintagesRecordkeeper's own fund | $10.4M | 13.9% |
| Global Equities Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $4.8M | 6.4% |
| S&P 500 Index Account TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $3.9M | 5.3% |
| Growth Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.9M | 5.2% |
| Responsible Balanced Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.5M | 4.7% |
| Core Bond Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.6M | 3.5% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $2.6M | 3.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 2.4% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
23 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
23 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 Recordkeeping | $17,548 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 Accounting | $8,138 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed July 19, 2006.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
11 filings · 2015 to 2025