Filings through .
Filed September 8, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $78,186 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $40,083 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $21,000 |
16 funds of $250K or more; 21 lines in all, holding $99.2M of the plan's $99.8M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
| Fund | Dollars | % of funds% |
|---|---|---|
| College Retirement Equities Fund variable annuities TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $28.0M | 28.2% |
| College Retirement Equities Fund variable annuities State Street (SSgA) · Mutual fund Index | $17.2M | 17.4% |
| State Street Global All Cap Equity ex-U.S. Index Fund Class K State Street (SSgA) · Mutual fund Index | $9.1M | 9.2% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $8.5M | 8.6% |
| College Retirement Equities Fund variable annuities TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $7.9M | 8.0% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $6.9M | 6.9% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $5.4M | 5.5% |
| College Retirement Equities Fund variable annuities BlackRock · Mutual fund Index | $3.9M | 3.9% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $3.4M | 3.4% |
| Money Market Account Class R2 TIAA (Nuveen) · Money market Recordkeeper's own fund | $2.1M | 2.1% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.