Filings through .
4 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
$98K in admin expenses, $134 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more; 22 lines in all, holding $16.4M of the plan's $18.3M. Recordkeeper: Mutual OF America SEC.
Target-date series: MoA Clear Passage, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 10 vintages | $8.4M | 51.0% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $3.1M | 19.0% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $902K | 5.5% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $700K | 4.3% |
| MoA Equity Index Fund Mutual of America · Mutual fund Index | $698K | 4.3% |
| Equity Index Fund Manager not matched · Mutual fund Index | $698K | 4.3% |
| PIMCO Real Return Fund Institutional PIMCO (Allianz) · Mutual fund | $580K | 3.5% |
| MoA Balanced Fund Mutual of America · Mutual fund | $546K | 3.3% |
| MoA Mid Cap Equity Index Fund Mutual of America · Mutual fund Index | $174K | 1.1% |
| Calvert Bond Fund Class R6 Morgan Stanley · Mutual fund | $145K | 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 |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
12 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 15 320 PARK AVENUE · NEW YORK, NY 10022 Recordkeeping | $97,647 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
Filed October 28, 2024.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025