Filings through .
4 of 18 flags tripped on the 2025 filing.
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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.
$1K in admin expenses, $14 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
2 funds of $250K or more; 39 lines in all, holding $3.4M of the plan's $3.4M. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Group Annuity Contract Mutual of America Mutual of America · Insurance contract Recordkeeper's own fund | $2.5M | 72.1% |
| contract Interest Accumulation TVA Fund Mutual of America · Insurance contract Recordkeeper's own fund | $491K | 14.4% |
| Calvert VP SRI Balanced Portfolio Morgan Stanley · Mutual fund | $94K | 2.8% |
| International Portfolio Vanguard · Mutual fund | $87K | 2.5% |
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 5 vintagesRecordkeeper's own fund | $52K | 1.5% |
| Mutual Fund Mutual of America Mutual of America · Mutual fund Recordkeeper's own fund | $44K | 1.3% |
| Small Cap Growth Fund Mutual of America · Mutual fund Recordkeeper's own fund | $39K | 1.1% |
| Small Cap Value Fund Mutual of America · Mutual fund Recordkeeper's own fund | $27K | 0.8% |
| Fidelity VIP Asset Manager Portfolio Fidelity (FMR) · Mutual fund | $23K | 0.7% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $21K | 0.6% |
| 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 |
29 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
29 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 12 320 PARK AVENUE · NEW YORK, NY 10022 Participant loan processing; Recordke... | $1,981 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
Filed February 11, 2011.
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