Filings through .
4 of 19 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Possible retail share class: $794K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$89K in admin expenses, $248 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more; 34 lines in all, holding $29.2M of the plan's $29.2M. Recordkeeper: TIAA (Nuveen).
Target-date series: T. Rowe Price Retirement, mutual fund, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Guaranteed Investment Contracts Tiaa TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $6.9M | 23.7% |
| Total Global Stock Account TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $5.5M | 18.7% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 8 vintages | $2.7M | 9.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 8.3% |
| AB Large CAP Growth Fund INC Class I AllianceBernstein · Mutual fund | $1.6M | 5.3% |
| Growth Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.4M | 4.8% |
| MFS Core Equity Fund R6 MFS (Sun Life) · Mutual fund | $1.3M | 4.3% |
| Global Equities Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.2M | 4.3% |
| S&P 500 Index Account TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $1.0M | 3.5% |
| MFS International Diversification Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $572K | 2.0% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
24 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds.
| Fund | Year-end value |
|---|---|
| AddedTotal Global Stock Account | $5.5M |
| AddedPgim Total Return Bond Z | $318K |
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. They do not show money moved.
24 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
TIAA3 years Service code 13 · EIN 13-1624203 TIAA · NEW YORK, NY 10017-3206 Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025