Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFININCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 P.O. BOX 600071 · RALEIGH, NC 27675 | Advisory (Plan) | $41,000 |
TIAA11+ years Service code 26 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Advisory (Participants) | $27,549 |
42 funds of $250K or more; 83 lines in all, holding $125M of the plan's $125M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
| Fund | Dollars | % of funds% |
|---|---|---|
| College Retirement Equities Fund Variable TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $29.5M | 23.6% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $21.5M | 17.1% |
| Fixed Account Plus Manager not matched · Insurance contract | $12.0M | 9.5% |
| College Retirement Equities Fund variable annuities Vanguard · Mutual fund Index | $11.9M | 9.5% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $7.0M | 5.6% |
| College Retirement Equities Fund Variable TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $4.0M | 3.2% |
| Stock Index Fund Manager not matched · Insurance contract Index | $3.7M | 2.9% |
| College Retirement Equities Fund variable annuities TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.4M | 2.7% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.0M | 2.4% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $2.7M | 2.1% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.