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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 14 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Plan Administrator | $27,439 |
CAPFINANCIAL PARTNERS LLC7 years Service code 16 · EIN 26-0058143 4208 SIX FORKS RD 1700 · RALEIGH, NC 276095731 | Consulting | $12,632 |
24 funds of $250K or more; 28 lines in all, holding $29.0M of the plan's $29.1M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fixed Annuity Contracts: Tiaa Traditional Benefit-Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $3.7M | 12.8% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $3.0M | 10.2% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $2.7M | 9.4% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.3M | 7.8% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.3M | 7.8% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $1.5M | 5.3% |
| Tiaa Traditional Benefit Responsive 2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.3M | 4.6% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 4.5% |
| Growth Account Class R2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.2M | 4.0% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 3.6% |
Added 2 funds, dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighJPMorgan Equity Income Fund Class R6 to Columbia Dividend Income Fund Institutional Class | $768K to $727K |
| AddedMFS International Equity Fund Class R6 | $657K |
| DroppedEupac Fund Class R-6 | $549K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 8 renames.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.