Filings through .
2 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$237K in admin expenses, $322 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
36 funds of $250K or more; 62 lines in all, holding $66.9M of the plan's $67.5M. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle Index, mutual fund, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $13.3M | 19.9% |
| Vanguard Total Stock Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $8.3M | 12.4% |
| Tiaa Traditional Non Benefit Responsive 2 Insurance company general account TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $7.6M | 11.4% |
| Tiaa Traditional Non Benefit Responsive Insurance company general account TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $5.8M | 8.7% |
| Schwab U.S. Large-Cap Growth Index Fund Charles Schwab · Mutual fund Index | $5.1M | 7.7% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.0M | 4.4% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.3M | 3.5% |
| Nuveen International Equity Index Fund Class I TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $2.0M | 2.9% |
| Tiaa Stable Value TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.8M | 2.8% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.7M | 2.5% |
| 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 |
52 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
52 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 3 by compensation.
| Provider | Compensation |
|---|---|
TIAA11+ years Service code 15 730 THIRD AVENUE · NEW YORK, NY 10017 Recordkeeping | $129,795 |
CANNON FINANCIAL STRATEGISTS, INC.10+ years Service code 26 649-8 SOUTH MILLEDGE AVE · ATHENS, GA 30605 Advisory (Participants) | $107,482 |
Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 Contract Administrator | $25 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed September 6, 2006 (most recent of 2 filings on file).
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
11 filings · 2015 to 2025