Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $18,677 |
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $2,963 |
10 funds of $250K or more; 23 lines in all, holding $17.2M of the plan's $17.2M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
| Fund | Dollars | % of funds% |
|---|---|---|
| College Retirement Equities Fund variable annuities TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $3.5M | 20.3% |
| College Retirement Equities Fund variable annuities TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.2M | 18.7% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $2.2M | 12.8% |
| Responsible Balanced Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.9M | 10.9% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.9M | 10.8% |
| College Retirement Equities Fund variable annuities State Street (SSgA) · Mutual fund Index | $1.1M | 6.2% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.0M | 5.9% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $802K | 4.7% |
| Core Bond Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $653K | 3.8% |
| State Street Global All Cap Equity ex-U.S. Index Fund Class K State Street (SSgA) · Mutual fund Index | $398K | 2.3% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
The auditor signed off without reservation. This is the cleanest opinion.