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| Provider | Service type | Compensation |
|---|---|---|
ARMANINO LLP1 year Service code 10 · EIN 33-2514127 12657 ALCOSTA BLVD STE 500 · SAN TAMON, CA 945834600 | Accounting | $19,688 |
CAP FINANCIAL PARTNERS, LLC3 years Service code 51 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095734 | Investment Mgmt Fees | $16,684 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $8,430 |
TIAA6 years Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $7,632 |
21 funds of $250K or more; 41 lines in all, holding $27.3M of the plan's $27.4M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, other, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.2M | 11.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.7M | 9.7% |
| Total Global Stock Account Class R4 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.3M | 8.3% |
| Growth Account Class R4 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.2M | 8.2% |
| Global Equities Account Class R4 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.1M | 7.6% |
| Tiaa Traditional Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.9M | 7.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 6.5% |
| S&P 500 Index Account Class R4 TIAA (Nuveen) · Insurance contract IndexRecordkeeper's own fund | $1.3M | 4.9% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $1.1M | 4.1% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.1M | 4.0% |
No lineup changes between the 2024 and 2025 filings.
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, not money moved.
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.