Filings through .
2 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
$250K in admin expenses, $182 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
34 funds of $250K or more, counting each target-date vintage; shown as 28 lines, holding $218M of the plan's $219M. Recordkeeper: not identified.
Target-date series: American Funds Target Date, mutual fund, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $52.2M | 23.9% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund | $24.8M | 11.4% |
| Investment Contracts at Fair Value: Tiaa-Cref TIAA (Nuveen) · Insurance contract | $16.3M | 7.5% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund | $16.1M | 7.4% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Mutual fund Index | $14.3M | 6.6% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund | $11.7M | 5.4% |
| Responsible Balanced Account Class R2 TIAA (Nuveen) · Mutual fund | $8.6M | 4.0% |
| Tiaa Traditional Benefit Responsive TIAA (Nuveen) · Insurance contract | $7.7M | 3.5% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account | $7.2M | 3.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.1M | 2.8% |
| 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 |
18 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedMFS International Equity Fund Class R6 | $2.3M |
| DroppedAF Europac Growth | $1.7M |
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. They do not show money moved.
18 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 4 by compensation.
| Provider | Compensation |
|---|---|
Service code 13 · EIN 84-0399006 Contract Administrator | $164,258 |
LCG ASSOCIATES, INC.1 year Filed as: LCG ASSOCIATES Service code 27 · EIN 75-1680350 Advisory (Plan) | $37,500 |
Filed as: CBIZ Service code 10 · EIN 22-2769024 Accounting | $30,680 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 17 · EIN 47-1411118 Pension Consulting | $15,000 |
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.
5 feature codes on the 2025 filing.
Filed November 4, 2016 (most recent of 2 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
11 filings · 2015 to 2025