Filings through .
3 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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
$82K in admin expenses, $111 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
43 funds of $250K or more; 115 lines in all, holding $65.3M of the plan's $65.7M. Recordkeeper: TIAA (Nuveen).
Target-date series: MoA Clear Passage, mutual fund, 3% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fixed annuity contract: Tiaa TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $14.4M | 22.1% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $10.3M | 15.7% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.9M | 4.5% |
| Responsible Balanced Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.2M | 3.3% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.1M | 3.3% |
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 10 vintages | $1.8M | 2.7% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $1.7M | 2.6% |
| Nuveen LfCycle Ix 2025 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.6M | 2.5% |
| Nuveen LfCycle Ix 2030 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.5M | 2.4% |
| Nuveen LfCycle Ix 2035 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.5M | 2.3% |
| 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 |
105 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVP Capital Appreciation Fund | $430K |
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. They do not show money moved.
105 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 3 by compensation.
| Provider | Compensation |
|---|---|
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 27675-6071 Advisory (Plan) | $45,000 |
TIAA7 years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017-3206 Recordkeeping | $35,984 |
MUTUAL OF AMERICA INVESTMENT CORP11+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 PO BOX 182572 · COLUMBUS, OH 43218-2572 Direct payment from the plan; Recordk... | $1,061 |
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 July 6, 2007.
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.
2 contacts
11 filings · 2015 to 2025