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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $28,134 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $1,197 |
1 fund of $250K or more; 2 lines in all, holding $6.0M of the plan's $6.1M. From the 2024 filing. Recordkeeper: Mutual OF America SEC.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mutual Fund Mutual of America Mutual of America · Mutual fund | $6.0M | 99.9% |
| Attachment to January 2024 Form Manager not matched · Other | $6K | <0.1% |
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.
The auditor signed off without reservation. This is the cleanest opinion.