Filings through .
Filed July 18, 2013
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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $37,401 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 26 · EIN 33-0818667 4000 MACARTHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Participants) | $36,171 |
HUB INTERNATIONAL1 year Filed as: HUB INVESTMENT PARTNERS Service code 26 · EIN 84-4758315 120 EASTSHORE DR STE 305 · GLEN ALLEN, VA 230595985 | Advisory (Participants) | $33,549 |
Service code 26 · EIN 54-2020086 5340 TWIN HICKORY RD · GLEN ALLEN, VA 23059 | Advisory (Participants) | $16,362 |
APRIO LLP4 years Filed as: APRIO, LLP Service code 10 · EIN 57-1157523 PO BOX 117310 · ATLANTA, GA 30368 | Accounting | $13,650 |
14 funds of $250K or more; 18 lines in all, holding $13.4M of the plan's $13.5M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle Index, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $6.2M | 45.9% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.6M | 27.2% |
| Vanguard Total Intl Stock Mrkt Index Vanguard · Mutual fund Index | $855K | 6.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $745K | 5.6% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $630K | 4.7% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $317K | 2.4% |
| Growth Fund R6 Class American Century · Mutual fund | $181K | 1.3% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $165K | 1.2% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund | $146K | 1.1% |
| MFS New Discovery Value Fund R6 MFS (Sun Life) · Mutual fund | $129K | 1.0% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.