Filings through .
3 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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.
$15K in admin expenses, $16 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
38 funds of $250K or more, counting each target-date vintage; shown as 37 lines, holding $140M of the plan's $140M. Recordkeeper: Transamerica (Aegon).
Target-date series: Nuveen Lifecycle, other, 5% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Total Global Stock Account TIAA (Nuveen) · Mutual fund | $33.5M | 24.0% |
| Fixed Rate Annuity Contracts Teachers Insurance and Annuity Association of America TIAA (Nuveen) · Insurance contract | $25.9M | 18.6% |
| Growth Account TIAA (Nuveen) · Mutual fund | $12.9M | 9.3% |
| S&P 500 Index Account TIAA (Nuveen) · Mutual fund Index | $10.5M | 7.5% |
| Global Equities Account TIAA (Nuveen) · Mutual fund | $9.8M | 7.0% |
| Nuveen Lifecycle TIAA (Nuveen) · Insurance contract Target-date, 10 vintages | $6.6M | 4.8% |
| Responsible Balanced Account TIAA (Nuveen) · Mutual fund | $5.9M | 4.2% |
| Teachers Traditional Benefit-responsive TIAA (Nuveen) · Insurance contract | $5.7M | 4.1% |
| Core Bond Account TIAA (Nuveen) · Mutual fund | $5.4M | 3.9% |
| Inflation-Linked Bond Account TIAA (Nuveen) · Mutual fund | $3.5M | 2.5% |
| 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 |
27 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedMoney Market Account | $2.6M |
| AddedJPMorgan Large Cap Growth Fund | $1.4M |
| DroppedLegg Mason/Western Asset Western Asset Core Bond IS Fund | $1.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 9 renames.
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.
27 more lines and 1 more change 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 3 by compensation.
| Provider | Compensation |
|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 Sales loads (front end and deferred);... | $9,431 |
GRP FINANCIAL9 years Filed as: GRP FINANCIAL LLC Service code 27 · EIN 47-1411118 Advisory (Plan) | $5,439 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed April 9, 2015 (most recent of 2 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
11 filings · 2015 to 2025