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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $64,583 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $8,790 |
12 funds of $250K or more; 21 lines in all, holding $19.0M of the plan's $19.0M. From the 2025 filing. Recordkeeper: Mutual OF America SEC.
Target-date series: MoA Clear Passage, mutual fund, 87% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Manager not matched · Mutual fund Target-date, 10 vintages | $16.6M | 87.3% |
| Invesco Stable Value Trust Invesco · Stable value Stable value | $617K | 3.2% |
| MoA Equity Index Fund Manager not matched · Mutual fund Index | $405K | 2.1% |
| MoA Retirement Income Fund Manager not matched · Mutual fund | $322K | 1.7% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $280K | 1.5% |
| MoA Mid Cap Equity Index Fund Manager not matched · Mutual fund Index | $205K | 1.1% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $153K | 0.8% |
| Victory RS Small Cap Growth Fund Victory Capital · Mutual fund | $113K | 0.6% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $74K | 0.4% |
| Blackrock Mid Cap Growth Equity Portfolio BlackRock · Mutual fund | $64K | 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 71,097 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.