Filings through .
Filed June 9, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC9 years Service code 28 · EIN 26-0058143 | Investment Management | $91,710 |
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $44,226 |
Filed as: SC & H ATTEST SERVICES, P.C. Service code 10 · EIN 52-1743645 | Accounting | $10,400 |
38 funds of $250K or more; 34 lines in all, holding $133M of the plan's $133M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Vanguard Target Retirement, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $27.8M | 21.0% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $24.1M | 18.1% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $18.4M | 13.9% |
| Tiaa Traditional Fund Non Benefit-Responsive II TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $5.6M | 4.2% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $5.3M | 4.0% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $4.6M | 3.5% |
| Responsible Balanced Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $4.6M | 3.4% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.9M | 3.0% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $3.9M | 2.9% |
| Total Global Stock Account Class R4 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.7M | 2.8% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.