Filings through .
4 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
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.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
26 funds of $250K or more; 45 lines in all, holding $37.9M of the plan's $35.4M. Recordkeeper: not identified.
Target-date series: American Funds Target Date, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund | $9.0M | 23.7% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract | $7.3M | 19.1% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $4.2M | 11.1% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund | $2.6M | 6.9% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund | $2.2M | 5.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 5.0% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund Index | $1.4M | 3.8% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account | $904K | 2.4% |
| Core Bond Account Class R1 TIAA (Nuveen) · Mutual fund | $787K | 2.1% |
| Tiaa Traditional Non Benefit Responsive 2 TIAA (Nuveen) · Insurance contract | $775K | 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 |
35 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
35 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.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
Filed December 2, 2011.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
10 filings · 2016 to 2025