Filings through .
2 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).
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.
$10K in admin expenses, $12 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more; 39 lines in all, holding $21.8M of the plan's $21.8M. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Insurance contract Target-date, 10 vintagesRecordkeeper's own fund | $12.9M | 58.9% |
| Mutual of America Equity Index Fund Mutual of America · Insurance contract IndexRecordkeeper's own fund | $1.6M | 7.5% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Insurance contract | $1.4M | 6.6% |
| Fully Benefit-Responsive Investment Contracts: Mutual of America Life Insurance Company Mutual of America · Insurance contract Recordkeeper's own fund | $842K | 3.9% |
| DWS Capital Growth VIP DWS · Insurance contract | $719K | 3.3% |
| Vanguard VIF Diversified Value Portfolio Vanguard · Insurance contract | $616K | 2.8% |
| Mutual of America Moderate Allocation Fund Mutual of America · Insurance contract Recordkeeper's own fund | $594K | 2.7% |
| Mutual of America Conservative Allocation Fund Mutual of America · Insurance contract Recordkeeper's own fund | $484K | 2.2% |
| Fidelity VIP Equity-Income Portfolio Fidelity (FMR) · Insurance contract | $355K | 1.6% |
| Fidelity VIP Contrafund Portfolio Fidelity (FMR) · Insurance contract | $337K | 1.5% |
| 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.
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. They do not show money moved.
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... | $9,744 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed November 12, 2013.
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
11 filings · 2015 to 2025