Filings through .
No flags tripped on the 2025 filing.
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.
$81K in admin expenses, $221 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 32 lines in all, holding $11.4M of the plan's $12.0M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Tiaa-Cref Lfcy Index 2030 Inst TIAA (Nuveen) · Collective trust Index | $2.5M | 22.4% |
| Tiaa-Cref Lfcy Index 2035 Inst TIAA (Nuveen) · Collective trust Index | $2.2M | 19.1% |
| Tiaa-Cref Lfcy Index 2040 Inst TIAA (Nuveen) · Collective trust Index | $1.5M | 13.4% |
| Tiaa-Cref Lfcy Index 2050 Inst TIAA (Nuveen) · Collective trust Index | $1.3M | 11.5% |
| Tiaa-Cref Lfcy Index 2045 Inst TIAA (Nuveen) · Collective trust Index | $972K | 8.5% |
| Tiaa-Cref Lfcy Index 2055 Inst TIAA (Nuveen) · Collective trust Index | $658K | 5.8% |
| Tiaa-Cref Lfcy Index 2025 Inst TIAA (Nuveen) · Collective trust Index | $591K | 5.2% |
| Tiaa-Cref Lfcy Index 2060 Inst TIAA (Nuveen) · Collective trust Index | $324K | 2.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $307K | 2.7% |
| Tiaa-Cref Lfcy Index 2020 Inst TIAA (Nuveen) · Collective trust Index | $266K | 2.3% |
| 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 |
22 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
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.
22 more lines in this lineup are 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 4 by compensation.
| Provider | Compensation |
|---|---|
WELLTH ADVISORY SERVICES LLC2 years Service code 27 · EIN 99-2539506 Advisory (Plan) | $53,107 |
PRINCIPAL FINANCIAL GROUP8 years Filed as: PRINCIPAL LIFE INS CO Service code 13 · EIN 42-0127290 711 HIGH ST · DES MOINES, IA 50392 Contract Administrator | $28,188 |
Service code 49 Other Services | $5,161 |
Filed as: STRATEGIC RETIREMENT ADMINISTRATION Service code 49 · EIN 27-4018270 5603B W FRIENDLY AVE · GREENSBORO, NC 27410 Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025