Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% 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.
$153K in admin expenses, $231 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
42 funds of $250K or more; 46 lines in all, holding $120M of the plan's $120M. Recordkeeper: TIAA (Nuveen).
Target-date series: T. Rowe Price Retirement, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $52.8M | 44.1% |
| Investment Value Non-Fully Benefit Responsive Insuranc Manager not matched · Other | $14.3M | 12.0% |
| Nuveen S&P 500 Index Fund Class R6 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $8.8M | 7.4% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $8.1M | 6.8% |
| Investment Value Registered Investment Companie Manager not matched · Other | $3.9M | 3.3% |
| Nuveen International Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $3.8M | 3.2% |
| Tiaa Stable Value TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.9M | 2.4% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.4M | 2.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.9M | 1.6% |
| Money Market Account Class R1 TIAA (Nuveen) · Money market Recordkeeper's own fund | $1.5M | 1.3% |
| 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 |
36 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Changed share class on 3 funds.
| Fund | Year-end value |
|---|---|
| Share class changeNuveen International Equity Index Fund Class I to Nuveen International Equity Index Fund Class R6 | $3.2M to $3.8M |
| Share class changeNuveen Small Cap Blend Index Fund Class I to Nuveen Small Cap Blend Index Fund Class R6 | $1.2M to $1.0M |
| Share class changeNuveen Bond Index Fund Class I to Nuveen Bond Index Fund Class R6 | $657K to $598K |
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. They do not show money moved.
36 more lines 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 4 by compensation.
| Provider | Compensation |
|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 Recordkeeping | $92,643 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MGT. L.P. Service code 28 · EIN 13-3575636 Investment Management | $40,000 |
Service code 28 · EIN 04-3638035 Investment Management | $10,000 |
SB & COMPANY, LLC9 years Service code 10 · EIN 20-2153727 Accounting | $10,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025