Filings through .
2 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$2K in admin expenses, $8 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 43 lines in all, holding $8.7M of the plan's $8.7M. Recordkeeper: Mutual of America.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mutual of America Separate Account Funds DWS Capital Growth Fund DWS · Separate account | $865K | 10.0% |
| Fidelity VIP Contrafund Portfolio Fidelity (FMR) · Separate account | $825K | 9.5% |
| Collateral, Mutual of America General Account Fund Interest Mutual of America · Insurance contract Recordkeeper's own fund | $776K | 9.0% |
| Aggressive Allocation Fund Manager not matched · Separate account | $590K | 6.8% |
| Retirement 2030 Fund Manager not matched · Separate account | $478K | 5.5% |
| Vanguard VIF International Portfolio Vanguard · Separate account | $433K | 5.0% |
| Fidelity VIP Equity-Income Portfolio Fidelity (FMR) · Separate account | $399K | 4.6% |
| Core Bond Fund Manager not matched · Separate account | $379K | 4.4% |
| Retirement 2045 Fund Manager not matched · Separate account | $371K | 4.3% |
| Retirement Income Fund Manager not matched · Separate account | $369K | 4.3% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
33 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
33 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 Participant loan processing; Claims p... | $1,600 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025