Filings through .
Filed December 6, 2023
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Total covered: 17 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $2,218 |
MARSH & MCLENNAN AGENCY LLC5 years Filed as: MMA SECURITIES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $0 |
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Participant loan processing; Claims p... | $0 |
8 funds of $250K or more; 9 lines in all, holding $5.6M of the plan's $5.7M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, mutual fund, 93% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $5.2M | 93.3% |
| Dimensional Retirement Income Fund Institutional Class Dimensional · Mutual fund | $274K | 4.9% |
| Mutual of America Money Market Fund Mutual of America · Money market Recordkeeper's own fund | $83K | 1.5% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $10K | 0.2% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $1K | <0.1% |
| Fidelity Advisor New Insights Fund Class Z Fidelity (FMR) · Mutual fund | $633 | <0.1% |
| Mutual of America Balanced Fund Mutual of America · Mutual fund Possible retail class ARecordkeeper's own fund | $617 | <0.1% |
| T. Rowe Price Spectrum Moderate Allocation Fund-I Class T. Rowe Price · Mutual fund | $157 | <0.1% |
| Vanguard Strategic Equity Fund Investor Shares Vanguard · Mutual fund | $155 | <0.1% |
Added 1 fund, dropped 1 fund. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchNuveen Lifecycle Index 2030 Fund Class R6 to MoA Clear Passage 2035 Fund | $4.2M to $4.9M |
| DroppedAmerican Beacon Large Cap Growth - Z | $363K |
| AddedDimensional Retirement Income Fund Institutional Class | $274K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
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.