Filings through .
Filed May 30, 2014 (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 |
|---|---|---|
Filed as: CAPTRUST (H/O) Service code 27 · EIN 26-0058143 9100 KEYSTONE XING · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $61,957 |
TIAA7 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $52,422 |
37 funds of $250K or more; 40 lines in all, holding $71.2M of the plan's $71.6M. From the 2024 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Vanguard Target Retirement, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $22.3M | 31.3% |
| Tiaa Insurance Fixed Annuity Contracts-non-fully benefit-responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $9.5M | 13.4% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $8.8M | 12.3% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $5.7M | 8.0% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.3M | 4.6% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.9M | 4.1% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 2.1% |
| Harbor Capital Appreciation Fund Harbor Capital · Mutual fund | $1.4M | 2.0% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $1.4M | 1.9% |
| Eupac Fund Capital Group · Mutual fund | $1.2M | 1.7% |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.