Filings through .
4 of 19 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Possible retail share class: $2.0M
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 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.
$93K in admin expenses, $67 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
50 funds of $250K or more; 66 lines in all, holding $252M of the plan's $286M. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Macquarie / Nomura · Mutual fund Target-date, 12 vintages | $70.9M | 28.2% |
| Tiaa Traditional Annuity - Non-Benefit TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $29.0M | 11.5% |
| Vanguard Total Stock Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $22.5M | 8.9% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $18.2M | 7.2% |
| Responsive Tiaa Stable Value Account TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $14.2M | 5.6% |
| Vanguard Total lnternational Stock Index Admiral Mutual Fund Vanguard · Mutual fund Index | $10.1M | 4.0% |
| Cref Growth R2 Macquarie / Nomura · Mutual fund | $7.9M | 3.1% |
| Harbor Capital Appreciation Fund Institutional Class Harbor Capital · Mutual fund | $7.0M | 2.8% |
| American EuroPac Growth R6 Capital Group · Mutual fund | $6.2M | 2.5% |
| Cref Global Equities R2 Macquarie / Nomura · Mutual fund | $5.9M | 2.3% |
| 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 |
56 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Institutional Index Fund Institutional Shares | $18.2M |
| DroppedCref Social Choice | $3.6M |
| AddedCref Responsible Balanced R2 | $3.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
56 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 1 by compensation.
| Provider | Compensation |
|---|---|
Filed as: TEACHERS INS AND ANNUITY ASSOC. Service code 19 · EIN 13-1624203 Securities Custodian | $94,647 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
Filed February 5, 2024 (most recent of 3 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
5 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025