Filings through .
Filed July 25, 2006 (most recent of 3 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.
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| Provider | Service type | Compensation |
|---|---|---|
CANNON FINANCIAL STRATEGISTS, INC.10+ years Service code 16 · EIN 58-2608124 | Consulting | $94,879 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $26,196 |
32 funds of $250K or more; 58 lines in all, holding $69.2M of the plan's $69.7M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $9.4M | 13.5% |
| Tiaa Traditional Fund Non-Benefit Responsive TIAA (Nuveen) · Stable value Stable valueRecordkeeper's own fund | $9.4M | 13.5% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $6.5M | 9.4% |
| lessor, or similar interest, collateral, par, or Manager not matched · Other | $5.6M | 8.0% |
| Nuveen Large Cap Growth Index Fund Class R6 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $3.4M | 5.0% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.1M | 4.5% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.1M | 4.4% |
| Nuveen LfCycle lx 2035 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.0M | 4.3% |
| U.S. Small Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $2.4M | 3.4% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $2.2M | 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.
The auditor signed off without reservation. This is the cleanest opinion.