Filings through .
4 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.
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$92K in admin expenses, $19 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
37 funds of $250K or more, counting each target-date vintage; shown as 27 lines, holding $765M of the plan's $794M. Recordkeeper: TIAA (Nuveen).
Target-date series: T. Rowe Price Retirement, mutual fund, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $181M | 23.7% |
| Identify of issue, borrower TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $131M | 17.1% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $114M | 14.9% |
| Vanguard Institutional Index Fund Institutional Plus Shares Vanguard · Mutual fund Index | $80.8M | 10.6% |
| Tiaa Traditional Non Benefit Responsive 2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $30.1M | 3.9% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $26.5M | 3.5% |
| T. Rowe Price Large-Cap Growth Fund T. Rowe Price · Mutual fund | $22.5M | 2.9% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $22.4M | 2.9% |
| Vanguard Extended Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $22.3M | 2.9% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $20.6M | 2.7% |
| 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 |
17 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
17 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 |
|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017-3206 Recordkeeping | $93,171 |
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.
Filed July 29, 2019 (most recent of 3 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
10 filings · 2016 to 2025