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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $31,678 |
CETERA FINANCIAL GROUP1 year Filed as: CETERA ADVISORS Service code 27 · EIN 84-0858799 | Advisory (Plan) | $5,028 |
14 funds of $250K or more; 60 lines in all, holding $15.4M of the plan's $15.5M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
| Fund | Dollars | % of funds% |
|---|---|---|
| Growth Account Class R1 TIAA (Nuveen) · Separate account Recordkeeper's own fund | $2.5M | 16.4% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.0M | 13.2% |
| Nuveen LfCycle Ix 2040 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.0M | 6.6% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.0M | 6.6% |
| Insurance Company General Accounts Tiaa TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $977K | 6.4% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $915K | 6.0% |
| Nuveen LfCycle Ix 2030 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $761K | 5.0% |
| Nuveen LfCycle Ix 2055 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $634K | 4.1% |
| Nuveen LfCycle Ix 2035 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $618K | 4.0% |
| Nuveen LfCycle Ix 2050 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $598K | 3.9% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedNuveen LfCycle Ix 2040 R6 | $1.0M |
| DroppedParty-in- Borrower, Lessor, Mutual Funds Tiaa-Cref | $780K |
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.
The auditor signed off without reservation. This is the cleanest opinion.