Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $23,679 |
MARINER WEALTH ADVISORS, LLC2 years Service code 27 5700 W 12TH STREET, SUITE 500 · OVERLAND PARK, KS 662112729 | Advisory (Plan) | $21,014 |
19 funds of $250K or more; 64 lines in all, holding $28.6M of the plan's $29.2M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
| Fund | Dollars | % of funds% |
|---|---|---|
| Total Global Stock Account TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $5.7M | 19.8% |
| Tiaa Traditional Non Benefit TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $5.0M | 17.4% |
| Growth Account TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.0M | 6.9% |
| Nuveen LfCycle Index 2030 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $1.8M | 6.1% |
| Nuveen LfCycle Index 2025 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $1.3M | 4.4% |
| Nuveen LfCycle Index 2035 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 4.1% |
| S&P 500 Index Account TIAA (Nuveen) · Insurance contract IndexRecordkeeper's own fund | $1.1M | 3.8% |
| Global Equities Account TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.1M | 3.8% |
| Nuveen LfCycle Index 2040 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $1.0M | 3.5% |
| Nuveen Lfcycle IX 2045 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $950K | 3.3% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedCohen & Steers Real Estate Securities Fund | $252K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 7 renames.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.