Filings through .
Filed September 18, 2017
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| Provider | Service type | Compensation |
|---|---|---|
APRIO LLP3 years Service code 10 · EIN 57-1157523 | Accounting | $21,625 |
PRM CONSULTING6 years Service code 16 · EIN 52-2146813 | Consulting | $5,000 |
33 funds of $250K or more; 42 lines in all, holding $48.2M of the plan's $48.4M. From the 2025 filing. Recordkeeper: PRM Consulting.
Target-date series: Nuveen Lifecycle, mutual fund, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $9.7M | 20.1% |
| Total Global Stock Account TIAA (Nuveen) · Insurance contract | $7.7M | 16.0% |
| Tiaa Traditional Non-Benefit Responsive - RA TIAA (Nuveen) · Insurance contract | $6.1M | 12.6% |
| Growth Account TIAA (Nuveen) · Insurance contract | $3.6M | 7.5% |
| Global Equities Account TIAA (Nuveen) · Insurance contract | $2.7M | 5.5% |
| S&P 500 Index Account TIAA (Nuveen) · Insurance contract Index | $2.4M | 5.0% |
| Responsible Balanced Account TIAA (Nuveen) · Insurance contract | $2.1M | 4.4% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account | $1.7M | 3.6% |
| Nuveen Lifecycle TIAA (Nuveen) · Insurance contract Target-date, 7 vintages | $1.6M | 3.3% |
| Core Bond Account TIAA (Nuveen) · Insurance contract | $1.2M | 2.5% |
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.
Annual investment return 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.