Filings through .
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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,069 |
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $0 |
14 funds of $250K or more; 34 lines in all, holding $17.3M of the plan's $18.6M. From the 2024 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $9.2M | 53.1% |
| Nuveen Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $2.2M | 13.0% |
| Fbr) Tiaa TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.3M | 7.3% |
| Growth Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.1M | 6.3% |
| T. Rowe Price Global Stock Fund T. Rowe Price · Mutual fund | $583K | 3.4% |
| S&P 500 Index Account TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $415K | 2.4% |
| Nuveen Real Est Sec Sel Rtmt TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $310K | 1.8% |
| Money Market Account TIAA (Nuveen) · Money market Recordkeeper's own fund | $256K | 1.5% |
| Tiaa fixed annuity contracts TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $227K | 1.3% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $222K | 1.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.