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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS7 years Service code 13 · EIN 27-3055170 1582 N. 1060 RD · LAWRENCE, KS 66046 | Contract Administrator | $33,664 |
Filed as: ABSOLUTE CAPITAL MANAGEMENT, LLC Service code 26 · EIN 25-1879568 101 PENNSYLVANIA BLVD · PITTSBURG, PA 152282222 | Advisory (Participants) | $17,810 |
TIAA4 years Filed as: TIAA-TEACHERS INSURANCE AND Service code 13 · EIN 13-1624203 ANNUITY ASSOCIATION OF AMERICA · NEW YORK, NY 100173206 | Contract Administrator | $13,615 |
PENTEGRA SERVICES, INC.3 years Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE., STE. 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $13,374 |
COULTER & JUSTUS4 years Service code 10 · EIN 62-1532536 9717 COGDILL RD STE 201 · KNOXVILLE, TN 37932 | Accounting | $8,000 |
12 funds of $250K or more; 19 lines in all, holding $23.0M of the plan's $23.0M. 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 | $6.8M | 29.4% |
| College Retirement Equities Fund variable annuities TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $3.7M | 16.2% |
| College Retirement Equities Fund variable annuities State Street (SSgA) · Mutual fund Index | $3.6M | 15.6% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.7M | 11.8% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $910K | 4.0% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $875K | 3.8% |
| Schwab S&P 500 Index Fund TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $821K | 3.6% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $813K | 3.5% |
| College Retirement Equities Fund variable annuities Dimensional · Mutual fund | $798K | 3.5% |
| College Retirement Equities Fund variable annuities Vanguard · Mutual fund Index | $750K | 3.3% |
Added 4 funds, dropped 8 funds.
| Fund | Year-end value |
|---|---|
| AddedCollege Retirement Equities Fund variable annuities | $3.7M |
| AddedCollege Retirement Equities Fund variable annuities | $3.6M |
| DroppedState Street Equity 500 Index Fund Class K | $2.4M |
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, not money moved.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.