Filings through .
3 of 19 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Possible retail share class: $3.1M
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.
$151K in admin expenses, $197 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
33 funds of $250K or more, counting each target-date vintage; shown as 27 lines, holding $115M of the plan's $116M. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle Index, mutual fund, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $30.4M | 26.4% |
| Tiaa Traditional Non-benefit Responsive Annuity TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $16.4M | 14.2% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $12.1M | 10.5% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $8.8M | 7.7% |
| Harbor Capital Appreciation Fund Harbor Capital · Mutual fund | $6.1M | 5.3% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $5.5M | 4.8% |
| Total Global Stock Account Class R4 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $4.8M | 4.1% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $4.5M | 3.9% |
| Tiaa Stable Value TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $3.4M | 3.0% |
| Putnam Large Cap Value Fund Class Y Shares Franklin Templeton · Mutual fund | $3.4M | 2.9% |
| 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 |
17 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
17 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 3 by compensation.
| Provider | Compensation |
|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 Recordkeeping | $99,818 |
MARSH & MCLENNAN AGENCY LLC2 years Filed as: MMA SECURITIES LLC Service code 27 · EIN 22-3570392 Advisory (Plan) | $38,000 |
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN, EDWARDS & COMPANY, LLP Service code 10 · EIN 54-0504608 Accounting | $13,105 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed April 25, 2025 (most recent of 4 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
10 filings · 2016 to 2025