Filings through .
Filed May 16, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $16,804 |
11 funds of $250K or more; 33 lines in all, holding $7.0M of the plan's $7.4M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle Index, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $3.7M | 53.2% |
| Tiaa fixed annuity contracts TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $517K | 7.4% |
| Tiaa Traditional Benefit-Responsive Contact TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $467K | 6.7% |
| Total Global Stock Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $417K | 5.9% |
| Growth Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $355K | 5.1% |
| Money Market Account TIAA (Nuveen) · Money market Recordkeeper's own fund | $267K | 3.8% |
| Global Equities Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $266K | 3.8% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 6 vintagesRecordkeeper's own fund | $209K | 3.0% |
| Nuveen Lifecycle TIAA (Nuveen) · Insurance contract Target-date, 1 vintageRecordkeeper's own fund | $149K | 2.1% |
| Responsible Balanced Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $119K | 1.7% |
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.
The auditor signed off without reservation. This is the cleanest opinion.