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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $34,551 |
24 funds of $250K or more; 38 lines in all, holding $28.9M of the plan's $29.0M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle Index, mutual fund, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $7.5M | 26.1% |
| Total Global Stock Account TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $4.1M | 14.3% |
| Tiaa Traditional Annuity Contract TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $3.9M | 13.4% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $2.1M | 7.4% |
| Growth Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.1M | 7.3% |
| S&P 500 Index Account TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $1.8M | 6.1% |
| Global Equities Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.5M | 5.3% |
| Responsible Balanced Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.1M | 3.8% |
| Core Bond Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $754K | 2.6% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $544K | 1.9% |
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, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.