Filings through .
Filed May 22, 2008
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.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 99 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Other Fees | $55,412 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 11710 BELTSVILLE DR STE 300 · BELTSVILLE, MD 207053102 | Accounting | $19,504 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 · EIN 81-3968784 PO BOX 31420 · INDEPENDENCE, OH 441310420 | Advisory (Plan) | $18,000 |
Service code 27 · EIN 81-4473358 3 PARKWAY NORTH BLVD STE 500 · DEERFIELD, IL 600152567 | Advisory (Plan) | $10,000 |
49 funds of $250K or more; 50 lines in all, holding $109M of the plan's $111M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: American Funds Target Date, mutual fund, 19% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $21.3M | 19.5% |
| Tiaa-Cref 403 Program Tiaa Traditional Annuity - Non-Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $20.6M | 18.8% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $10.3M | 9.4% |
| Variable Annuity Account TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $7.7M | 7.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.0M | 6.4% |
| Global Equities Account Class R2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $3.8M | 3.5% |
| Responsible Balanced Account Class R2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $3.7M | 3.4% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Insurance contract IndexRecordkeeper's own fund | $3.5M | 3.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $3.1M | 2.9% |
| Tiaa Access Nuv Intl Eq Index T3 TIAA (Nuveen) · Insurance contract IndexRecordkeeper's own fund | $2.9M | 2.6% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedGrowth Account Class R2 | $3.7M |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.