Filings through .
1 of 18 flags tripped on the 2025 filing.
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.
$855 in admin expenses, $6 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 31 lines in all, holding $5.3M of the plan's $5.6M. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Manager not matched · Separate account Target-date, 10 vintages | $3.7M | 70.6% |
| MoA Equity Index Fund Manager not matched · Separate account Index | $620K | 11.7% |
| Vanguard VIF International Portfolio Vanguard · Separate account | $152K | 2.9% |
| T. Rowe Price Blue Chip Growth T. Rowe Price · Separate account | $111K | 2.1% |
| DWS Capital Growth VIP DWS · Separate account | $87K | 1.6% |
| Vanguard VIF Real Estate Index Portfolio Vanguard · Separate account Index | $79K | 1.5% |
| American Century Investments VP Capital Appreciation Fund American Century · Separate account | $68K | 1.3% |
| MoA Small Cap Equity Index Fund Manager not matched · Separate account Index | $66K | 1.2% |
| Vanguard Vif Total Bond Mkt Index Vanguard · Separate account Index | $57K | 1.1% |
| MoA Mid Cap Equity Index Fund Manager not matched · Separate account Index | $50K | 0.9% |
| 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 |
21 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
21 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... | $853 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed January 2, 2008.
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.
2 contacts
10 filings · 2015 to 2025