Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
TCG GROUP HOLDINGS, LLP11+ years Filed as: TCG HOLDINGS Service code 12 · EIN 20-0529591 | Claims processing; Recordkeeping and ... | $86,403 |
16 funds of $250K or more; 21 lines in all, holding $12.2M of the plan's $13.7M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Nuveen Lifecycle Index, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $4.9M | 39.8% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $1.6M | 13.1% |
| DFA US Large Company I Dimensional · Mutual fund | $1.3M | 10.8% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $800K | 6.5% |
| Vanguard LifeStrategy Cnsrv Gr Inv Vanguard · Mutual fund | $562K | 4.6% |
| CIT III for MetLife Group Annuity Contract MetLife · Insurance contract | $485K | 4.0% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $467K | 3.8% |
| BlackRock Mid Cap Equity Index Fund Cl 6 BlackRock · Mutual fund Index | $463K | 3.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $401K | 3.3% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $324K | 2.6% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeDFA US Large Company Instl Index Mutual fund to DFA US Large Company I | $1.0M to $1.3M |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.