Filings through .
Filed October 18, 2004 (most recent of 4 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 |
|---|---|---|
TIAA3 years Service code 37 · EIN 13-1624203 | Loan Processing | $19,897 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,077 |
19 funds of $250K or more; 37 lines in all, holding $25.9M of the plan's $26.1M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen LfCycle Ix 2040 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.6M | 13.9% |
| Nuveen LfCycle Ix 2030 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.0M | 11.6% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.5M | 9.8% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.7M | 6.6% |
| Nuveen LfCycle Ix 2025 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.7M | 6.6% |
| Contracts Tiaa Traditional Benefit Responsive Annuity TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.5M | 5.7% |
| Nuveen LfCycle Ix 2035 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.4M | 5.5% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.3M | 5.1% |
| Nuveen LfCycle Ix 2010 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.1M | 4.4% |
| Insurance company separate account Tiaa Real Estate Fund TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.1M | 4.1% |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.