Filings through .
2 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Few collective trusts
4% 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.
$3K in admin expenses, $9 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 55 lines in all, holding $12.7M of the plan's $12.9M. Recordkeeper: TIAA (Nuveen).
Target-date series: Fidelity Freedom Index, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Total Global Stock Account Class R1 TIAA (Nuveen) · Separate account Recordkeeper's own fund | $1.8M | 14.5% |
| Guaranteed Investment Account TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.6M | 12.4% |
| Growth Account Class R1 TIAA (Nuveen) · Separate account Recordkeeper's own fund | $996K | 7.9% |
| Principal LargeCap S&P 500 Index Separate Account NE M Principal · Separate account Index | $707K | 5.6% |
| Money Market Account Class R1 TIAA (Nuveen) · Money market Recordkeeper's own fund | $657K | 5.2% |
| Global Equities Account Class R1 TIAA (Nuveen) · Separate account Recordkeeper's own fund | $578K | 4.6% |
| Tiaa Access T-C LifCyc 2050 T4 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $474K | 3.7% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $465K | 3.7% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Separate account IndexRecordkeeper's own fund | $426K | 3.4% |
| Core Bond Account Class R1 TIAA (Nuveen) · Separate account Recordkeeper's own fund | $353K | 2.8% |
| 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 |
45 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 5 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchNuveen Lifecycle 2050 Fund to Fidelity Freedom Index 2060 Fund | $2.4M to $310K |
| AddedPrincipal LargeCap S&P 500 Index Separate Account NE M | $707K |
| AddedTiaa Access T-C LifCyc 2050 T4 | $474K |
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. They do not show money moved.
45 more lines and 3 more changes 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 |
|---|---|
TIAA1 year Service code 13 · EIN 13-1624203 Contract Administrator | $2,710 |
Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $770 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed June 1, 2014 (most recent of 2 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
11 filings · 2015 to 2025