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| Provider | Service type | Compensation |
|---|---|---|
HUB INTERNATIONAL1 year Service code 26 · EIN 84-4758315 120 E SHORE DR · GLEN ALLEN, VA 23059 | Advisory (Participants) | $122,655 |
TIAA2 years Filed as: TIAA-TEACHERS INS AND ANNUITY ASSOC Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $66,165 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 1920 MAIN STREET · IRVINE, CA 926147227 | Advisory (Plan) | $55,759 |
PENTEGRA SERVICES, INC.3+ years Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 5350 77 CENTER DR · CHARLOTTE, NC 282172783 | Plan Administrator | $37,911 |
CARR, RIGGS & INGRAM, LLC2 years Filed as: CARR, RIGGS AND INGRAM, LLC Service code 10 · EIN 72-1396621 7550 HALCYON SUMMIT DR · MONTGOMERY, AL 361177010 | Accounting | $20,000 |
42 funds of $250K or more; 101 lines in all, holding $182M of the plan's $223M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
| Fund | Dollars | % of funds% |
|---|---|---|
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $31.9M | 17.6% |
| responsive Vanguard Inst Index Inst Vz Vanguard · Mutual fund Index | $15.9M | 8.7% |
| Tiaa Traditional Benefit Responsive 2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $11.3M | 6.2% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $10.7M | 5.9% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $9.9M | 5.5% |
| Vanguard Ttl Bd Mkt Index Adm U4 Vanguard · Mutual fund Index | $9.1M | 5.0% |
| Baird Core Plus Bond Fund Inst Aa Baird · Mutual fund | $8.7M | 4.8% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.2M | 4.0% |
| Putnam Large Cap Value Fund R6 Ae Franklin Templeton · Mutual fund | $6.0M | 3.3% |
| Responsible Balanced Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $5.8M | 3.2% |
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.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.