Filings through .
Filed June 22, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 99 · EIN 26-0058143 | Other Fees | $27,626 |
Service code 99 · EIN 71-0294708 | Other Fees | $8,356 |
36 funds of $250K or more; 29 lines in all, holding $134M of the plan's $134M. From the 2024 filing. Recordkeeper: Voya.
Target-date series: Nuveen Lifecycle, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $28.6M | 21.4% |
| Tiaa Traditional Nonbenefit Responsive Annuity TIAA (Nuveen) · Insurance contract | $25.0M | 18.7% |
| Total Global Stock Account TIAA (Nuveen) · Mutual fund | $19.3M | 14.4% |
| Growth Account TIAA (Nuveen) · Mutual fund | $9.8M | 7.4% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $8.1M | 6.1% |
| Cref Equity Index TIAA (Nuveen) · Mutual fund Index | $7.2M | 5.4% |
| Tiaa Traditional Benefit Responsive Annuity TIAA (Nuveen) · Insurance contract | $5.5M | 4.1% |
| Global Equities Account TIAA (Nuveen) · Mutual fund | $4.1M | 3.0% |
| Voya Fixed Account Voya · Insurance contract Recordkeeper's own fund | $3.7M | 2.8% |
| Harbor Capital Apprec Fnd Ret Harbor Capital · Other | $3.1M | 2.3% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.