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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $16,692 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095734 | Advisory (Plan) | $15,192 |
39 funds of $250K or more; 40 lines in all, holding $73.3M of the plan's $73.6M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle Index, mutual fund, 19% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $13.7M | 18.6% |
| Total Global Stock Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $13.5M | 18.5% |
| or Similar Party Par or Maturity Value TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $13.3M | 18.1% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $6.9M | 9.4% |
| Growth Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.2M | 4.3% |
| Global Equities Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.1M | 4.2% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $2.3M | 3.2% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $1.8M | 2.5% |
| S&P 500 Index Account TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $1.8M | 2.5% |
| Core Bond Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.2M | 1.6% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.