Filings through .
Filed July 6, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Investme... | $27,153 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
43 funds of $250K or more; 53 lines in all, holding $79.3M of the plan's $72.5M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $26.9M | 33.9% |
| Interest in unallocated insurance contract- Tiaa Traditional Fund Non Benefit-Responsive TIAA (Nuveen) · Insurance contract | $9.4M | 11.8% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund | $7.7M | 9.7% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $4.1M | 5.1% |
| Vanguard Intermediate Term Investment Grade Admiral Interest in registered investment companies Vanguard · Mutual fund | $2.8M | 3.5% |
| Vanguard Windsor Fund Admiral Shares Vanguard · Mutual fund | $2.2M | 2.8% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund | $2.0M | 2.5% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $1.6M | 2.1% |
| Interest in unallocated insurance contract- Lincoln Stable Value Account Lincoln Financial · Insurance contract | $1.6M | 2.0% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund | $1.5M | 1.9% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.