Filings through .
Filed January 1, 2012
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... | $810 |
1 fund of $250K or more; 3 lines in all, holding $1.7M of the plan's $1.7M. From the 2025 filing. Recordkeeper: Mutual of America.
| Fund | Dollars | % of funds% |
|---|---|---|
| Group Annuity Contract Mutual of America Mutual of America · Insurance contract Recordkeeper's own fund | $1.7M | 99.7% |
| Attachment to Jan2025 Form Manager not matched · Other | $6K | 0.3% |
| Group Annuity Contract . Manager not matched · Insurance contract | $250 | <0.1% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedMoA Clear Passage 2030 Fund | $358K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.
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.