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| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $26,076 |
4 funds of $250K or more; 25 lines in all, holding $6.8M of the plan's $6.9M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
| Fund | Dollars | % of funds% |
|---|---|---|
| American Target Retirement Capital Group · Mutual fund | $3.9M | 56.7% |
| Total Global Stock Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $772K | 11.3% |
| New York Life New York Life · Insurance contract | $443K | 6.5% |
| Contracts: Tiaa Traditional Non-benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $409K | 6.0% |
| Cref Equity Index TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $233K | 3.4% |
| American Fund Capital Group · Mutual fund | $229K | 3.3% |
| Growth Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $176K | 2.6% |
| Global Equities Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $171K | 2.5% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $153K | 2.2% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $91K | 1.3% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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 signed off without reservation. This is the cleanest opinion.