Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$2K in admin expenses, $3 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
11 funds hold $52.4M of the plan's $52.7M. Recordkeeper: TIAA (Nuveen).
| Fund | Dollars | % of funds% |
|---|---|---|
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $11.5M | 21.9% |
| Tiaa Traditional Non-benefit Responsive Annuity TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $8.0M | 15.3% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $7.4M | 14.2% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $7.0M | 13.4% |
| Money Market Account Class R2 TIAA (Nuveen) · Money market Recordkeeper's own fund | $5.4M | 10.4% |
| Tiaa Traditional Benefit Responsive Annuity TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $4.0M | 7.7% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.3M | 6.2% |
| borrower, lessor, or Manager not matched · Other | $2.9M | 5.4% |
| Tiaa Real Estate TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.3M | 2.6% |
| Responsible Balanced Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $887K | 1.7% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedTotal Global Stock Account Class R2 | $11.5M |
| DroppedCore Bond Account Class R2 | $2.5M |
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.
1 more line in this lineup is on Pro. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 Recordkeeping | $2,150 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed February 21, 2006.
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.
2 contacts
11 filings · 2015 to 2025