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| Provider | Service type | Compensation |
|---|---|---|
HUB INTERNATIONAL1 year Filed as: HUB INVESTMENT PARTNERS Service code 28 · EIN 84-4758315 120 EASTSHORE DR STE 305 · GLEN ALLEN, VA 230595985 | Investment Management | $21,927 |
PENTEGRA SERVICES, INC.3 years Service code 14 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 106043027 | Plan Administrator | $15,395 |
PLANCHEC(K) CPAS2 years Service code 10 · EIN 84-2614035 501 MORRISON RD STE 201 · GAHANNA, OH 432303314 | Accounting | $12,350 |
TIAA4+ years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $5,838 |
17 funds of $250K or more; 36 lines in all, holding $20.3M of the plan's $20.6M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| e) Value Tiaa Insurance Com TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $4.3M | 21.3% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 9.7% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $1.9M | 9.2% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $1.8M | 9.0% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.6M | 7.7% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.4M | 6.7% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $722K | 3.6% |
| Money Market Account Class R1 TIAA (Nuveen) · Money market Recordkeeper's own fund | $644K | 3.2% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $613K | 3.0% |
| Individual Annuity Contracts Variable Annuity Life Insurance Company Manager not matched · Insurance contract | $606K | 3.0% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighJPMorgan Emerging Mrkts Eq R6 to DFA Emerging Mark I | $354K to $388K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.