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| Provider | Service type | Compensation |
|---|---|---|
WEALTHMD CORPORATION11+ years Service code 26 · EIN 20-4720045 | Advisory (Participants) | $17,827 |
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,226 |
27 funds of $250K or more; 25 lines in all, holding $32.0M of the plan's $32.1M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Contracts: Tiaa Traditional Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $5.7M | 17.8% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $5.3M | 16.7% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.3M | 10.2% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $2.3M | 7.1% |
| Core Bond Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.9M | 5.9% |
| Nuveen International Equity Index Fund Premier Class TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $1.8M | 5.6% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.6M | 5.1% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.6M | 5.0% |
| Annuity: Tiaa Real Estate TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.3M | 4.2% |
| Nuveen Small Cap Blend Index Fund TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $1.0M | 3.2% |
Added 2 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedNuveen International Equity Index Fund Premier Class | $1.8M |
| DroppedNuveen Intl Eq Inx-Prem | $1.3M |
| AddedPrincipal MidCap R6 | $581K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.