Filings through .
Filed March 1, 2011 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS10+ years Service code 50 · EIN 27-3055170 1582 N 1060 RD · LAWRENCE, KS 66046 | Direct Payment | $68,492 |
TIAA4 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $58,257 |
PENTEGRA SERVICES, INC.3 years Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE., STE. 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $15,978 |
COULTER & JUSTUS2 years Service code 10 · EIN 62-1532536 9719 COGDILL RD, STE. 201 · KNOXVILLE, TN 37932 | Accounting | $8,000 |
15 funds of $250K or more; 21 lines in all, holding $76.1M of the plan's $76.1M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
| Fund | Dollars | % of funds% |
|---|---|---|
| College Retirement Equities Fund variable annuities TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $19.5M | 25.6% |
| College Retirement Equities Fund variable annuities State Street (SSgA) · Mutual fund Index | $16.4M | 21.6% |
| College Retirement Equities Fund variable annuities TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $12.4M | 16.3% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $8.8M | 11.6% |
| College Retirement Equities Fund variable annuities Vanguard · Mutual fund Index | $5.2M | 6.8% |
| College Retirement Equities Fund variable annuities Dimensional · Mutual fund | $3.6M | 4.8% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.5M | 3.3% |
| Schwab S&P 500 Index Fund TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $2.0M | 2.7% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.4M | 1.8% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 1.6% |
Added 4 funds, dropped 10 funds.
| Fund | Year-end value |
|---|---|
| AddedCollege Retirement Equities Fund variable annuities | $16.4M |
| AddedCollege Retirement Equities Fund variable annuities | $12.4M |
| DroppedState Street Equity 500 Index Fund Class K | $11.1M |
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, not money moved.
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.