Filings through .
Filed March 27, 2014 (most recent of 2 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 |
|---|---|---|
MARSH & MCLENNAN AGENCY LLC2 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 100362707 | Advisory (Plan) | $56,250 |
TIAA8 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $39,840 |
MCGUIRE WOODS6 years Service code 29 · EIN 54-0505857 800 E CANAL STREET · RICHMOND, VA 232193956 | Legal | $9,288 |
40 funds of $250K or more; 42 lines in all, holding $75.5M of the plan's $76.3M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: BlackRock LifePath Index, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $25.4M | 33.6% |
| Guaranteed Investment Contracts Tiaa TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $8.8M | 11.7% |
| Total Global Stock Account Class R4 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $8.3M | 11.0% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $4.0M | 5.3% |
| Global Equities Account Class R4 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.7M | 4.8% |
| Growth Account Class R4 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.4M | 4.5% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 8 vintagesRecordkeeper's own fund | $2.4M | 3.2% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $1.8M | 2.3% |
| Responsible Balanced Account Class R4 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.7M | 2.3% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $1.6M | 2.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.