Filings through .
2 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Few collective trusts
<1% 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.
$17K in admin expenses, $105 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
1 fund of $250K or more; 16 lines in all, holding $1.5M of the plan's $1.6M. Recordkeeper: CUNA Mutual (TruStage).
Target-date series: Nuveen Lifecycle Index, mutual fund, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $462K | 29.8% |
| Nuveen Lifestyle Growth Fund Class R6 TIAA (Nuveen) · Mutual fund | $332K | 21.4% |
| Nw S&P 500 Indx R6 Manager not matched · Mutual fund Index | $204K | 13.2% |
| Nuveen Lifestyle Modrt R6 TIAA (Nuveen) · Mutual fund | $195K | 12.6% |
| Nuveen Lifestyl Aggr Gr R TIAA (Nuveen) · Mutual fund | $122K | 7.9% |
| Calvert Intl Respn Index R6 Morgan Stanley · Mutual fund Index | $81K | 5.2% |
| Nuvn LfCyc Index Ret Inc R6 Manager not matched · Mutual fund Index | $77K | 5.0% |
| Usaa Nasdaq 100 Index R6 Manager not matched · Mutual fund Index | $23K | 1.5% |
| American Funds Nw Prspctv R6 Capital Group · Mutual fund | $14K | 0.9% |
| American Funds American Hi Inc Trust R6 Capital Group · Collective trust | $12K | 0.8% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
6 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 3 by compensation.
| Provider | Compensation |
|---|---|
Service code 15 · EIN 48-1205033 Recordkeeping | $9,690 |
PROSPERA FINANCIAL SERVICES2 years Filed as: PROSPERA FINANCIAL SERVICES INC. Service code 26 5429 LYNDON B JOHNSON FWY · DALLAS, TX 75240-2611 Advisory (Participants) | $4,886 |
NFP RETIREMENT INC2 years Filed as: MAP RETIREMENT USA LLC Service code 15 · EIN 86-3678481 805 BROADWAY ST · VANCOUVER, WA 98660 Recordkeeping | $2,600 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025