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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $25,024 |
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $8,215 |
15 funds of $250K or more; 63 lines in all, holding $10.7M of the plan's $10.7M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
| Fund | Dollars | % of funds% |
|---|---|---|
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.4M | 13.0% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $793K | 7.4% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $637K | 6.0% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $612K | 5.7% |
| Nuveen LfCycle Ix 2055 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $580K | 5.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $574K | 5.4% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $539K | 5.1% |
| Core Bond Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $504K | 4.7% |
| Nuveen LfCycle Ix 2050 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $485K | 4.5% |
| Money Market Account Class R1 TIAA (Nuveen) · Money market Recordkeeper's own fund | $467K | 4.4% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.