Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $7,383 |
Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 · EIN 20-4548831 202 MONTROSE W AVE STE 310 · AKRON, OH 44321 | Contract Administrator | $1,870 |
16 funds of $250K or more; 57 lines in all, holding $17.3M of the plan's $17.6M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: T. Rowe Price Target, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Target T. Rowe Price · Mutual fund Target-date, 12 vintages | $7.6M | 43.6% |
| Total Global Stock Account TIAA (Nuveen) · Mutual fund | $2.8M | 15.9% |
| Contracts: Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract | $2.1M | 12.1% |
| Nuveen S&P 500 Index Fund TIAA (Nuveen) · Mutual fund Index | $868K | 5.0% |
| Growth Account TIAA (Nuveen) · Mutual fund | $827K | 4.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $440K | 2.5% |
| Global Equities Account TIAA (Nuveen) · Mutual fund | $420K | 2.4% |
| Nuveen Core Bond TIAA (Nuveen) · Mutual fund | $329K | 1.9% |
| Responsible Balanced Account TIAA (Nuveen) · Mutual fund | $250K | 1.4% |
| Inflation-Linked Bond Account TIAA (Nuveen) · Mutual fund | $213K | 1.2% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.