Filings through .
Filed June 24, 2008 (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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $85,661 |
MMA SECURITIES LLC3 years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $35,000 |
Service code 26 · EIN 26-0058143 | Advisory (Participants) | $29,715 |
SMITH & HOWARD, PC1 year Service code 10 · EIN 58-1250486 | Accounting | $15,000 |
ALSTON & BIRD LLP1 year Filed as: ALSTON & BIRD, LLP Service code 27 · EIN 58-0137615 | Advisory (Plan) | $9,717 |
42 funds of $250K or more; 33 lines in all, holding $132M of the plan's $134M. From the 2024 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: American Funds Target Date, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $37.6M | 28.4% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $17.8M | 13.4% |
| Responsive Tiaa-Cref TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $16.3M | 12.3% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $7.2M | 5.5% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $6.1M | 4.6% |
| Vanguard Windsor II Fund Investor Shares Vanguard · Mutual fund | $5.5M | 4.2% |
| Nuveen Equity Index R6 JL TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $4.9M | 3.7% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $4.1M | 3.1% |
| Nuveen International -EQ IDX R6 JI TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $3.9M | 2.9% |
| Tiaa Stable Value Benefit TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.8M | 2.1% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.