Filings through .
Filed July 25, 2006
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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $34,058 |
CAP FINANCIAL PARTNERS, LLC2 years Service code 28 · EIN 26-0058143 | Investment Management | $32,080 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $19,950 |
26 funds of $250K or more; 30 lines in all, holding $45.6M of the plan's $45.8M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Vanguard Target Retirement, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $16.3M | 35.8% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $7.2M | 15.7% |
| Tiaa Traditional Nonbenefit Responsive TIAA (Nuveen) · Stable value Stable valueRecordkeeper's own fund | $3.9M | 8.5% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.0M | 6.5% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.8M | 6.2% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $2.1M | 4.6% |
| Tiaa Traditional Nonbenefit Responsive 2 TIAA (Nuveen) · Stable value Stable valueRecordkeeper's own fund | $1.2M | 2.6% |
| Insurance Company General Contracts Tiaa-Cref TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.1M | 2.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $951K | 2.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $818K | 1.8% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.