Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$75K in admin expenses, $151 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more; 60 lines in all, holding $42.1M of the plan's $42.1M. Recordkeeper: TIAA (Nuveen).
| Fund | Dollars | % of funds% |
|---|---|---|
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $5.9M | 14.0% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $5.8M | 13.7% |
| State Street Equity 500 Index Fund Class K State Street (SSgA) · Mutual fund Index | $4.9M | 11.7% |
| Nuveen International Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $4.5M | 10.7% |
| Tiaa Traditional Benefit Responsive 2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $3.8M | 9.0% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $1.6M | 3.9% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.6M | 3.9% |
| DFA Ltip Portfolio Institutional Class Dimensional · Mutual fund | $1.5M | 3.5% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.5M | 3.5% |
| State Street Small/MID CAP Equity Index Fund Class K State Street (SSgA) · Mutual fund Index | $1.2M | 2.9% |
| 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 |
50 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
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. They do not show money moved.
50 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 4 by compensation.
| Provider | Compensation |
|---|---|
TWO WEST CAPITAL ADVISORS7 years Service code 19 · EIN 27-3055170 1582 N 1060 RD · LAWRENCE, KS 66046 Securities Custodian | $29,841 |
TIAA5 years Filed as: TIAA TEACHERS INSURANCE & ANNUITY A Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017-3206 Recordkeeping | $22,270 |
PENTEGRA SERVICES, INC.3 years Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE., STE 320E · WHITE PLAINS, NY 10604-3027 Plan Administrator | $14,330 |
COULTER & JUSTUS4 years Filed as: COULTER & JUSTICE Service code 10 · EIN 62-1532536 9717 COGDILL ROAD, STE 201 · KNOXVILLE, TN 37932 Accounting | $8,000 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
4 contacts
11 filings · 2015 to 2025