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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $15,939 |
10 funds of $250K or more; 31 lines in all, holding $13.6M of the plan's $14.3M. From the 2024 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Vanguard Target Retirement, mutual fund, 90% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $12.2M | 89.7% |
| Vanguard Growth Index Fund Institutional Shares Vanguard · Mutual fund Index | $178K | 1.3% |
| Vanguard Institutional Index Fund Institutional Plus Shares Vanguard · Mutual fund Index | $137K | 1.0% |
| Vanguard Developed Markets Index Fund Institutional Plus Shares Vanguard · Mutual fund Index | $137K | 1.0% |
| Vanguard Global Equity Fund Investor Shares Vanguard · Mutual fund | $116K | 0.8% |
| Vanguard Value Index Fund Institutional Shares Vanguard · Mutual fund Index | $108K | 0.8% |
| Tiaa Traditiona l - Gsra & SRA TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $107K | 0.8% |
| Vanguard Emerging Markets Stock Index Fund Institutional Plus Shares Vanguard · Mutual fund Index | $63K | 0.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $60K | 0.4% |
| Vanguard Extended Market Index Fund Institutional Plus Shares Vanguard · Mutual fund Index | $54K | 0.4% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.