Filings through .
Filed December 2, 2008
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 |
|---|---|---|
TIAA5 years Service code 13 · EIN 13-1624203 | Contract Administrator | $149,048 |
MULTNOMAH GROUP5 years Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 20-0361079 | Advisory (Plan) | $35,000 |
INSERO & CO. CPAS, LLP5 years Filed as: INSERO & COMPANY CPAS, LLP Service code 10 · EIN 47-5324570 | Accounting | $16,000 |
Service code 99 · EIN 95-1644035 | Other Fees | $14,528 |
36 funds of $250K or more; 27 lines in all, holding $184M of the plan's $186M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: T. Rowe Price Retirement, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $39.0M | 21.2% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $24.7M | 13.4% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $21.7M | 11.8% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $19.7M | 10.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $11.9M | 6.5% |
| Growth Account Class R2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $8.9M | 4.9% |
| Vanguard Extended M arket Index Admiral Shares Vanguard · Mutual fund Index | $6.7M | 3.6% |
| Responsible Balanced Account Class R2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $5.9M | 3.2% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Insurance contract IndexRecordkeeper's own fund | $5.1M | 2.8% |
| Tiaa Traditional Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $5.1M | 2.8% |
Added 3 funds, dropped 2 funds. Changed share class on 6 funds.
| Fund | Year-end value |
|---|---|
| Share class changeT. Rowe Price Retirement I 2040 Fund-I Class to T. Rowe Price Retirement 2040 Fund-I Class | $33.7M to $39.0M |
| Share class changeTotal Global Stock Account Class R4 to Total Global Stock Account Class R2 | $19.4M to $19.7M |
| Share class changeGrowth Account Class R4 to Growth Account Class R2 | $9.0M to $8.9M |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.