Filings through .
Filed August 4, 1998 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
LCG ASSOCIATES, INC.1 year Filed as: LCG ASSOCIATES Service code 16 · EIN 75-1680350 | Consulting | $40,000 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping Fees | $25,503 |
39 funds of $250K or more; 33 lines in all, holding $74.1M of the plan's $76.7M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: American Funds Target Date, mutual fund, 14% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Tiaa fixed annuity contracts TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $13.6M | 18.4% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $10.3M | 13.9% |
| similar party value Manager not matched · Other | $9.8M | 13.2% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $5.7M | 7.7% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $4.1M | 5.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.6M | 4.9% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $2.9M | 3.9% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $2.3M | 3.1% |
| Core Bond Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.3M | 3.1% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $2.0M | 2.7% |
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.
The auditor signed off without reservation. This is the cleanest opinion.