Filings through .
Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $32,734 |
SB & COMPANY, LLC1 year Service code 10 · EIN 20-2153727 | Accounting | $20,642 |
CLEARSTEAD ADVISORS, LLC2 years Service code 27 · EIN 34-1597728 | Advisory (Plan) | $17,053 |
30 funds of $250K or more; 27 lines in all, holding $39.8M of the plan's $40.0M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $13.6M | 34.2% |
| College Retirement Equities Fund variable annuities TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.9M | 7.2% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.4M | 6.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 5.9% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.3M | 5.8% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.1M | 5.3% |
| Insurance Company General Contracts at Contract Value College Retirement Equities Fund Variable Annuities TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.6M | 3.9% |
| Vanguard Ftse All-World ex-US Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 3.8% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 3.6% |
| Responsible Balanced Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.4M | 3.5% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedPlan No. 002 Registered Investment Companies College Retirement Equities Fund Variable Annuities | $750K |
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.
The auditor signed off without reservation. This is the cleanest opinion.