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.
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.
$132K in admin expenses, $179 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
31 funds of $250K or more; 48 lines in all, holding $73.5M of the plan's $75.1M. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, 3% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Tiaa Traditional Annuity Contracts - FBR TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $16.2M | 22.1% |
| State Street Equity 500 Index Fund Class K State Street (SSgA) · Mutual fund Index | $10.6M | 14.5% |
| Tiaa Traditional Annuity Contracts - Nfbr TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $9.0M | 12.2% |
| State Street Global All Cap Equity ex-U.S. Index Fund Class K State Street (SSgA) · Mutual fund Index | $8.7M | 11.8% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $5.7M | 7.8% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.4M | 3.3% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.0M | 2.8% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 7 vintagesRecordkeeper's own fund | $1.9M | 2.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 2.4% |
| Responsible Balanced Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.5M | 2.0% |
| 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 |
38 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedSchwab Treasury Inflation Protected Securities Index Fund | $757K |
| AddedVanguard Real Estate Index Fund Admiral Shares | $757K |
| DroppediShares Developd Real Est Ix K | $420K |
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. They do not show money moved.
38 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 4 by compensation.
| Provider | Compensation |
|---|---|
FLEXPATH STRATEGIES, LLC3 years Service code 27 · EIN 46-4782313 Advisory (Plan) | $34,814 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 Advisory (Plan) | $33,125 |
TIAA4 years Service code 64 · EIN 13-1624203 Recordkeeping Fees | $27,749 |
BDO USA, LLP5 years Service code 10 · EIN 13-5381590 Accounting | $26,880 |
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.
3 contacts
11 filings · 2015 to 2025