Filings through .
4 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.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
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 6 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
5 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$20K in admin expenses.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
1 fund of $250K or more; 33 lines in all, holding $2.1M of the plan's $2.1M. Recordkeeper: Raymond James Financial Services.
Target-date series: Nuveen Lifecycle Index, mutual fund, 12% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen LC Index 2030 R6 TIAA (Nuveen) · Mutual fund Index | $300K | 14.5% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 2 vintages | $256K | 12.4% |
| Nuveen LC Index 2035 R6 TIAA (Nuveen) · Mutual fund Index | $231K | 11.2% |
| Nuveen LC Index 2040 R6 TIAA (Nuveen) · Mutual fund Index | $162K | 7.8% |
| Nuveen LC Index 2050 R6 TIAA (Nuveen) · Mutual fund Index | $155K | 7.5% |
| Alger Focus Equity Fund Class Z Manager not matched · Mutual fund | $149K | 7.2% |
| Nuveen LC Index 2055 R6 TIAA (Nuveen) · Mutual fund Index | $143K | 6.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $111K | 5.4% |
| Nuveen LC Index 2045 R6 TIAA (Nuveen) · Mutual fund Index | $99K | 4.8% |
| Reliance Metlife Stable Value Fund MetLife · Stable value Stable value | $73K | 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 |
23 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
23 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 2 by compensation.
| Provider | Compensation |
|---|---|
ADP BROKER-DEALER6+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $10,602 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 15 · EIN 59-2937883 Recordkeeping | $9,811 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
6 filings · 2020 to 2025