Filings through .
2 of 18 flags tripped on the 2025 filing.
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.
$110K in admin expenses, $248 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
28 funds of $250K or more; 58 lines in all, holding $39.8M of the plan's $40.3M. Recordkeeper: TIAA (Nuveen).
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.5M | 13.8% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $4.2M | 10.6% |
| Tiaa-Cref American Europac Growth R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.5M | 8.7% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.9M | 7.3% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.6M | 6.7% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $2.0M | 5.1% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $1.9M | 4.7% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.5M | 3.8% |
| Tiaa Traditional Benefit Responsive 2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.5M | 3.8% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $1.4M | 3.5% |
| 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 |
48 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
48 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 |
|---|---|
TIAA6 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 37 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017-3206 Loan Processing | $48,323 |
PLANPILOT, LLC3 years Service code 16 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 60606-6913 Consulting | $34,671 |
WHITLEY PENN LLP3 years Service code 10 · EIN 75-2393478 1400 W 7TH STREET · FORTH WORTH, TX 76102-2628 Accounting | $23,349 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025