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.
$119K in admin expenses, $141 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
21 funds of $250K or more; 25 lines in all, holding $110M of the plan's $110M. Recordkeeper: TIAA (Nuveen).
| Fund | Dollars | % of funds% |
|---|---|---|
| College Retirement Equities Fund variable annuities TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $33.3M | 30.4% |
| College Retirement Equities Fund variable annuities TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $21.6M | 19.6% |
| College Retirement Equities Fund variable annuities Vanguard · Mutual fund Index | $15.6M | 14.2% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $9.8M | 9.0% |
| Nuveen Large Cap Responsible Equity Fund Class R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $4.2M | 3.8% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.6M | 3.2% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $3.5M | 3.2% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.3M | 3.0% |
| College Retirement Equities Fund variable annuities Dodge & Cox · Mutual fund | $2.0M | 1.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.0M | 1.8% |
| 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 |
15 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 1 fund, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighCollege Retirement Equities Fund variable annuities to College Retirement Equities Fund variable annuities | $2.7M to $1.5M |
| DroppedNorthern Small Cap Value Fund | $1.5M |
| ReplacedHighNuveen Core Plus Bond Fund Class R6 to Baird Core Plus Bond Fund Institutional | $866K to $1.2M |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
15 more lines and 2 more changes 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 |
|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 Recordkeeping | $81,395 |
MULTNOMAH GROUP7 years Filed as: MULTNOMAH GROUP, INC Service code 27 · EIN 20-0361079 Advisory (Plan) | $32,800 |
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.
7 feature codes on the 2025 filing.
Filed August 9, 2013 (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
10 filings · 2016 to 2025