Filings through .
2 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.
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.
$119K in admin expenses, $163 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
26 funds of $250K or more; 32 lines in all, holding $87.2M of the plan's $87.4M. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, 1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Tiaa Traditional Guaranteed annuity contract - fair value TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $15.9M | 18.3% |
| Nuveen International Equity Index Fund TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $11.9M | 13.7% |
| State Street Equity 500 Index Fund State Street (SSgA) · Mutual fund Index | $10.8M | 12.4% |
| Total Global Stock Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $8.8M | 10.1% |
| Tiaa Traditional Guaranteed annuity contract - contract value TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $5.3M | 6.1% |
| State Street Small/mid Cap Equity Index Fund State Street (SSgA) · Mutual fund Index | $3.8M | 4.4% |
| DFA Ltip Portfolio Institutional Class Dimensional · Mutual fund | $3.7M | 4.3% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $3.0M | 3.4% |
| Global Equities Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.0M | 3.4% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.9M | 3.4% |
| 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 |
22 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
22 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 3 by compensation.
| Provider | Compensation |
|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 Recordkeeping | $64,356 |
TWO WEST CAPITAL ADVISORS4 years Service code 27 · EIN 27-3055170 Advisory (Plan) | $42,751 |
Filed as: PICKETT, CHANEY & MCMULLEN, LLP Service code 10 · EIN 48-1246310 Accounting | $12,250 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
3 contacts
10 filings · 2016 to 2025