Filings through .
2 of 19 flags tripped on the 2024 filing.
Possible retail share class: $211
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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 2024 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.
$255K in admin expenses, $177 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
31 funds of $250K or more; 45 lines in all, holding $113M of the plan's $113M. Recordkeeper: NFP Retirement.
Target-date series: Nuveen Lifecycle, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street Equity 500 Index Fund Class K State Street (SSgA) · Mutual fund Index | $22.5M | 19.9% |
| State Street Global All Cap Equity ex-U.S. Index Fund Class K State Street (SSgA) · Mutual fund Index | $15.3M | 13.6% |
| Tiaa Traditional RCP Benefit-Responsive TIAA (Nuveen) · Stable value Stable value | $13.7M | 12.1% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund | $8.7M | 7.7% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund | $8.2M | 7.3% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Mutual fund Index | $7.1M | 6.3% |
| Tiaa Traditional GRA Nonbenefit-Responsive TIAA (Nuveen) · Stable value Stable value | $6.5M | 5.8% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund | $4.1M | 3.7% |
| Tiaa Traditional Annuity Contract TIAA (Nuveen) · Insurance contract | $3.5M | 3.1% |
| Responsible Balanced Account Class R2 TIAA (Nuveen) · Mutual fund | $3.1M | 2.8% |
| 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 |
35 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
35 more lines 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 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: D'AMICO WAWRIN & COMPANY Service code 10 · EIN 82-1844788 3867 MEDINA RD #256 · AKRON, OH 44333-2449 Accounting | $22,800 |
NFP RETIREMENT INC9 years Filed as: NFP RETIREMENT, INC. Service code 14 · EIN 92-6562689 Plan Administrator | $19,748 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2024 filing.
4 contacts
10 filings · 2015 to 2024