Filings through .
Filed December 21, 2005
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 |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $10,067 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $10,000 |
Service code 16 · EIN 99-1321623 | Consulting | $10,000 |
21 funds of $250K or more; 51 lines in all, holding $24.0M of the plan's $24.0M. From the 2024 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: American Funds Target Date, mutual fund, 7% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.9M | 12.3% |
| Non Benefit-Responsive Investment Contract: Tiaa and Cref TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.5M | 10.4% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.2M | 9.0% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $1.9M | 8.0% |
| Fully Benefit-Responsive Investment Contract Tiaa TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.8M | 7.5% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 7 vintages | $1.6M | 6.6% |
| Money Market Account Class R1 TIAA (Nuveen) · Money market Recordkeeper's own fund | $1.3M | 5.6% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.1M | 4.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $903K | 3.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $851K | 3.6% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.