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.
$133K in admin expenses, $120 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
32 funds of $250K or more, counting each target-date vintage; shown as 30 lines, holding $119M of the plan's $121M. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle Index, mutual fund, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $28.9M | 24.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $26.6M | 22.4% |
| Fully Benefit-Responsive Investment Contracts: Teachers Insurance and Annuity Association of America TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $13.2M | 11.0% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $9.7M | 8.1% |
| T. Rowe Price Capital App Fd T. Rowe Price · Mutual fund | $5.9M | 4.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.8M | 3.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.4M | 2.9% |
| MFS Mid Cap Growth Fund Class R MFS (Sun Life) · Mutual fund | $3.3M | 2.8% |
| Invesco Oppenheimer Global R6 Invesco · Mutual fund | $3.3M | 2.8% |
| Tiaa Stable Value TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $3.1M | 2.6% |
| 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 |
20 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 15 funds.
| Fund | Year-end value |
|---|---|
| AddedT. Rowe Price Blue Chip Growth Portfolio | $9.7M |
| AddedT. Rowe Price Capital App Fd | $5.9M |
| AddedVanguard Small-Cap Index Fund Admiral Shares | $3.4M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 stable value or insurance lines.
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.
20 more lines and 12 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 3 by compensation.
| Provider | Compensation |
|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 Recordkeeping | $120,211 |
Service code 27 · EIN 92-1819393 Advisory (Plan) | $12,500 |
VOYA FINANCIAL ADVISORS INC10+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 50 · EIN 71-0294708 Direct Payment | $135 |
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.
Filed December 1, 2006.
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