Filings through .
Filed October 18, 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 | Recordkeeping and information managem... | $1,202 |
7 funds of $250K or more; 44 lines in all, holding $11.3M of the plan's $11.3M. From the 2025 filing. Recordkeeper: Mutual of America.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mutual of America Interest accumulati Mutual of America · Insurance contract Recordkeeper's own fund | $3.4M | 29.9% |
| Fidelity VIP Contra fund Portfolio Fidelity (FMR) · Mutual fund | $2.1M | 18.8% |
| DWS Capital Growth VIP DWS · Other | $1.7M | 14.9% |
| MoA Clear Passage 2035 Mutual of America · Other Recordkeeper's own fund | $866K | 7.7% |
| MoA Clear Passage 2030 Mutual of America · Other Recordkeeper's own fund | $860K | 7.6% |
| MoA Clear Passage 2040 Mutual of America · Other Recordkeeper's own fund | $471K | 4.2% |
| MoA Equity Index Fund Mutual of America · Mutual fund IndexRecordkeeper's own fund | $405K | 3.6% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $228K | 2.0% |
| MoA Clear Passage 2055 Mutual of America · Other Recordkeeper's own fund | $218K | 1.9% |
| MoA Clear Passage 2050 Mutual of America · Other Recordkeeper's own fund | $202K | 1.8% |
Dropped 4 funds.
| Fund | Year-end value |
|---|---|
| DroppedDWS Capital Growth VIP | $928K |
| DroppedMoA Clear Passage 2035 Fund | $751K |
| DroppedMoA Clear Passage 2030 Fund | $725K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.