Filings through .
Filed March 11, 2005
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... | $37,818 |
20 funds of $250K or more; 38 lines in all, holding $43.0M of the plan's $44.3M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Insurance contract Target-date, 10 vintagesRecordkeeper's own fund | $33.8M | 78.7% |
| Mutual of America Equity Index Fund Mutual of America · Insurance contract IndexRecordkeeper's own fund | $1.5M | 3.6% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Insurance contract | $1.2M | 2.8% |
| Mutual of America general account: Mutual of America Life Insurance Company Mutual of America · Insurance contract Recordkeeper's own fund | $1.0M | 2.4% |
| Dimensional Retirement Income Fund Institutional Class Dimensional · Insurance contract | $896K | 2.1% |
| par or maturity value Cost value Pooled separate a Manager not matched · Separate account | $468K | 1.1% |
| Mutual of America Money Market Fund Mutual of America · Insurance contract Recordkeeper's own fund | $404K | 0.9% |
| DWS Capital Growth VIP DWS · Insurance contract | $391K | 0.9% |
| Vanguard VIF Diversified Value Portfolio Vanguard · Insurance contract | $354K | 0.8% |
| Vanguard VIF Total Bond Market Index Portfolio Vanguard · Insurance contract Index | $290K | 0.7% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.