Filings through .
3 of 19 flags tripped on the 2024 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Possible retail share class: $1.4M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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 2024 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.
$47K in admin expenses, $34 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
32 funds of $250K or more, counting each target-date vintage; shown as 25 lines, holding $102M of the plan's $102M. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Par, or Maturity Value Cost Value Fixed Annuity Contrac Manager not matched · Insurance contract | $25.0M | 24.5% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $22.9M | 22.4% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $12.3M | 12.1% |
| Washington Mutual Investor R5E Capital Group · Mutual fund | $5.9M | 5.8% |
| Vanguard Large-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.7M | 4.6% |
| Responsible Balanced Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $4.3M | 4.2% |
| Nuveen International Equity Fund Class R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.3M | 3.2% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $3.2M | 3.2% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.1M | 3.0% |
| Allspring Spec MidCap Val Inst Allspring · Mutual fund | $2.5M | 2.4% |
| 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 |
15 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
15 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 1 by compensation.
| Provider | Compensation |
|---|---|
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 14 · EIN 13-1624203 Plan Administrator | $47,212 |
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.
2 feature codes on the 2024 filing.
Filed January 19, 2017.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
10 filings · 2015 to 2024