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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,534 |
13 funds hold $998K of the plan's $999K. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $664K | 66.5% |
| Conservative Allocation Fund Mutual of America · Mutual fund Recordkeeper's own fund | $84K | 8.4% |
| JPMorgan Mid Cap Equity Fund JPMorgan · Mutual fund | $75K | 7.5% |
| e) Deposit Administration Contract Mutual of America, Interest Accumulation Mutual of America · Insurance contract Recordkeeper's own fund | $43K | 4.3% |
| Small Cap Growth Fund Mutual of America · Mutual fund Recordkeeper's own fund | $21K | 2.1% |
| Moderate Allocation Fund Mutual of America · Mutual fund Recordkeeper's own fund | $21K | 2.1% |
| Aggressive Allocation Fund Institutional Mutual of America · Mutual fund Recordkeeper's own fund | $20K | 2.1% |
| Dimensional Retirement Income Fund Institutional Class Dimensional · Mutual fund | $20K | 2.0% |
| Diversified Value Portfolio Vanguard · Mutual fund | $17K | 1.7% |
| Small Cap Value Fund Mutual of America · Mutual fund Recordkeeper's own fund | $16K | 1.6% |
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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.