Filings through .
Filed August 1, 2025
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 |
|---|---|---|
BATTLE GROUND ACADEMY6 years Service code 99 · EIN 62-0125920 | Other Fees | $37,663 |
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 49 | Other Services | $9,391 |
Filed as: VOYA RETIREMENT INS & ANNUITY Service code 49 · EIN 72-1029478 | Other Services | $0 |
28 funds of $250K or more; 48 lines in all, holding $24.9M of the plan's $27.6M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Nuveen Lifecycle Index, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $7.7M | 30.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.6M | 10.6% |
| Nuveen Large Cap Growth Index Fund TIAA (Nuveen) · Mutual fund Index | $2.1M | 8.6% |
| Contracts: Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract | $2.0M | 8.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 5.0% |
| American Funds Am Balanced R6 Capital Group · Mutual fund | $916K | 3.7% |
| Nuveen International Equity Index Fund TIAA (Nuveen) · Mutual fund Index | $824K | 3.3% |
| American Funds Washington Mutual Inv R6 Capital Group · Mutual fund | $750K | 3.0% |
| Growth Account TIAA (Nuveen) · Mutual fund | $645K | 2.6% |
| American Funds Capital Group · Mutual fund | $584K | 2.3% |
Dropped 1 fund, likely replaced 2 funds. Changed share class on 5 funds.
| Fund | Year-end value |
|---|---|
| DroppedTotal Global Stock Account | $2.3M |
| Share class changeVanguard International Growth Fund Investor Shares to Vanguard International Growth Fund Admiral Shares | $365K to $472K |
| ReplacedHighFidelity Small Cap Index Fund to Vanguard Small-Cap Index Fund Admiral Shares | $310K to $433K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.