Filings through .
Filed May 20, 2024
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $3,925 |
11 funds of $250K or more; 43 lines in all, holding $14.5M of the plan's $14.5M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Total Global Stock Account Class R1 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.6M | 18.0% |
| Growth Account Class R1 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.2M | 14.9% |
| Insurance Company General Contract Tiaa TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.5M | 10.2% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $1.5M | 10.1% |
| Global Equities Account Class R1 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.4M | 9.8% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Insurance contract IndexRecordkeeper's own fund | $1.1M | 7.3% |
| Nuveen Lifecycle TIAA (Nuveen) · Insurance contract Target-date, 9 vintagesRecordkeeper's own fund | $989K | 6.8% |
| Money Market Account Class R1 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $880K | 6.1% |
| Core Bond Account Class R1 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $422K | 2.9% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $401K | 2.8% |
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.