Filings through .
Filed March 31, 2025
Name, email and phone are on Solo, $4.99 for your first month.
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $6,279 |
16 funds of $250K or more; 43 lines in all, holding $13.4M of the plan's $13.4M. From the 2025 filing. Recordkeeper: Mutual of America.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mutual of America Clear Passage 2050 Fund Mutual of America · Insurance contract Recordkeeper's own fund | $2.5M | 18.4% |
| Mutual of America Equity Index Fund Mutual of America · Insurance contract IndexRecordkeeper's own fund | $1.4M | 10.5% |
| Mutual of America Clear Passage 2055 Fund Mutual of America · Insurance contract Recordkeeper's own fund | $1.3M | 10.0% |
| Fully Benefit-Responsive Investment Contracts: Mutual of America Life Insurance Company Mutual of America · Insurance contract Recordkeeper's own fund | $1.0M | 7.6% |
| Mutual of America Clear Passage 2045 Fund Mutual of America · Insurance contract Recordkeeper's own fund | $1.0M | 7.5% |
| Mutual of America Clear Passage 2060 Fund Mutual of America · Insurance contract Recordkeeper's own fund | $828K | 6.2% |
| Mutual of America Aggressive Allocation Fund Mutual of America · Insurance contract Recordkeeper's own fund | $446K | 3.3% |
| Vanguard VIF International Portfolio Vanguard · Insurance contract | $424K | 3.2% |
| American Century VP Capital Appreciation Fund American Century · Insurance contract | $406K | 3.0% |
| Mutual of America Clear Passage 2035 Fund Mutual of America · Insurance contract Recordkeeper's own fund | $337K | 2.5% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.