Filings through .
1 of 18 flags tripped on the 2025 filing.
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.
$5K 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.
14 funds of $250K or more; 73 lines in all, holding $13.7M of the plan's $14.2M. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $8.1M | 58.9% |
| Equity Index Fund Mutual of America · Mutual fund IndexRecordkeeper's own fund | $1.3M | 9.7% |
| Moderate Allocation Fund Mutual of America · Mutual fund Recordkeeper's own fund | $485K | 3.5% |
| Aggressive Allocation Fund Institutional Mutual of America · Mutual fund Recordkeeper's own fund | $482K | 3.5% |
| Conservative Allocation Fund Mutual of America · Mutual fund Recordkeeper's own fund | $419K | 3.1% |
| Dimensional Retirement Income Fund Institutional Class Dimensional · Mutual fund | $395K | 2.9% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $391K | 2.9% |
| Variable Annuity Life Insurance Company Fixed Account Plus Manager not matched · Insurance contract | $275K | 2.0% |
| Stock Index Fund Manager not matched · Insurance contract Index | $177K | 1.3% |
| Science & Technology Fund Manager not matched · Insurance contract | $130K | 0.9% |
| 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 |
63 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
63 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 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: MUTUAL OF AMERICA LIFE INS CO Service code 12 · EIN 13-1614399 Participant loan processing; Recordke... | $7,355 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC Service code 19 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
Filed February 21, 2017 (most recent of 2 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
10 filings · 2016 to 2025