Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $12,827 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $1,019 |
2 funds of $250K or more; 19 lines in all, holding $2.3M of the plan's $2.3M. From the 2025 filing. Recordkeeper: Mutual OF America SEC.
Target-date series: MoA Clear Passage, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 10 vintages | $1.8M | 80.4% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $191K | 8.4% |
| Mid Atlantic Trust Company T. Rowe Price Blue Chip Growth I Fund T. Rowe Price · Collective trust | $78K | 3.4% |
| Mid Atlantic Trust Company Dodge & Cox Stock Dodge & Cox · Collective trust | $36K | 1.6% |
| Mid Atlantic Trust Company Mutual OF America Equity Index Mutual of America · Collective trust Index | $30K | 1.3% |
| Mid Atlantic Trust Company American Funds New World R6 Fund Capital Group · Collective trust | $24K | 1.1% |
| Mid Atlantic Trust Company Victory RS Small Cap Growth R6 Fund Victory Capital · Collective trust | $22K | 1.0% |
| Mid Atlantic Trust Company MFS Mid-Cap Value R6 Fund MFS (Sun Life) · Collective trust | $10K | 0.4% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund Possible retail class A | $9K | 0.4% |
| MID Atlantic Trust Company Blackrock MiD-CAP Growth Equity K BlackRock · Collective trust | $7K | 0.3% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.