Filings through .
2 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.
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.
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 9 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
8 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$19K in admin expenses, $119 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 49 lines in all, holding $19.1M of the plan's $19.4M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Total Global Stock Account TIAA (Nuveen) · Mutual fund | $4.6M | 24.0% |
| Tiaa Traditional Non-benefit Responsive Annuity TIAA (Nuveen) · Insurance contract | $3.8M | 19.8% |
| Growth Account TIAA (Nuveen) · Mutual fund | $1.5M | 7.7% |
| S&P 500 Index Account TIAA (Nuveen) · Mutual fund Index | $1.3M | 6.7% |
| Global Equities Account TIAA (Nuveen) · Mutual fund | $1.1M | 5.6% |
| Large Cap Growth Fund Manager not matched · Mutual fund | $765K | 4.0% |
| " Real Estate Manager not matched · Other | $598K | 3.1% |
| Traditional Annuity - Benefit Responsive Manager not matched · Insurance contract | $563K | 2.9% |
| Responsible Balanced Account TIAA (Nuveen) · Mutual fund | $449K | 2.3% |
| Fixed Income Guaranteed Option Manager not matched · Insurance contract | $389K | 2.0% |
| 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 |
39 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. Left out here: 1 rename.
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.
39 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 |
|---|---|
PRINCIPAL FINANCIAL GROUP9+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $19,077 |
Service code 27 · EIN 93-0987232 Advisory (Plan) | $9,681 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
2 contacts
9 filings · 2017 to 2025