Filings through .
Filed December 8, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $2,799 |
13 funds of $250K or more; 36 lines in all, holding $20.8M of the plan's $20.8M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 7% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Mutual of America Interest Accumulation Account Mutual of America · Insurance contract Recordkeeper's own fund | $8.9M | 42.7% |
| Separate Accounts MoA Equity Index Fund Mutual of America · Insurance contract IndexRecordkeeper's own fund | $1.9M | 9.2% |
| Fidelity VIP Contrafund Portfolio Fidelity (FMR) · Insurance contract | $1.6M | 7.7% |
| DWS Capital Growth VIP DWS · Insurance contract | $1.5M | 7.2% |
| MoA Clear Passage Mutual of America · Insurance contract Target-date, 9 vintagesRecordkeeper's own fund | $1.4M | 6.8% |
| Fidelity VIP Equity-Income Portfolio Fidelity (FMR) · Insurance contract | $648K | 3.1% |
| Vanguard VIF International Portfolio Vanguard · Insurance contract | $584K | 2.8% |
| MoA All America Fund Mutual of America Mutual of America · Insurance contract Recordkeeper's own fund | $560K | 2.7% |
| MoA Core Bond Fund Mutual of America · Insurance contract Recordkeeper's own fund | $375K | 1.8% |
| MoA Mid Cap Equity Index Fund Mutual of America · Insurance contract IndexRecordkeeper's own fund | $330K | 1.6% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedMoA Mid Cap Equity Index Fund | $330K |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.