Filings through .
Filed August 7, 2012 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC5 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $7,094 |
TIAA11+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $6,607 |
31 funds of $250K or more; 38 lines in all, holding $43.0M of the plan's $43.2M. From the 2024 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, 19% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $7.8M | 18.1% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $6.6M | 15.4% |
| Total Global Stock Account TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $5.0M | 11.5% |
| Growth Account TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $3.1M | 7.1% |
| Global Equities Account TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.3M | 5.4% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $1.8M | 4.2% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $1.6M | 3.8% |
| Tiaa Traditional Non Benefit Responsive Account 2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.6M | 3.7% |
| Responsible Balanced Account TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.3M | 2.9% |
| Vanguard Extended Market Index Fund Vanguard · Mutual fund Index | $1.2M | 2.9% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.