Filings through .
Filed June 28, 2006 (most recent of 2 filings on file)
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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $1,001 |
3 funds of $250K or more; 27 lines in all, holding $2.8M of the plan's $2.9M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 14% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Group Annuity Contract Mutual of America Interest Accumulation Account Mutual of America · Insurance contract Recordkeeper's own fund | $823K | 29.2% |
| Fidelity VIP Contrafund Portfolio Fidelity (FMR) · Separate account | $474K | 16.8% |
| MoA Clear Passage Manager not matched · Separate account Target-date, 8 vintages | $394K | 13.9% |
| MoA Equity Index Fund Manager not matched · Separate account Index | $370K | 13.1% |
| Fidelity VIP Equity-Income Portfolio Fidelity (FMR) · Separate account | $212K | 7.5% |
| Vanguard VIF International Portfolio Vanguard · Separate account | $80K | 2.8% |
| MoA All America Fund Manager not matched · Separate account | $64K | 2.3% |
| MoA US Government Money Market Fund Manager not matched · Money market | $53K | 1.9% |
| MoA Moderate Allocation Fund Manager not matched · Separate account | $51K | 1.8% |
| Vanguard Vif Total Bond Mkt Index Vanguard · Separate account Index | $46K | 1.6% |
No lineup changes between the 2024 and 2025 filings.
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, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.