Filings through .
Filed April 18, 2016
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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,267 |
5 funds of $250K or more; 38 lines in all, holding $4.3M of the plan's $4.4M. From the 2025 filing. Recordkeeper: Mutual of America.
| Fund | Dollars | % of funds% |
|---|---|---|
| Guaranteed investment Mutual of America · Insurance contract Recordkeeper's own fund | $703K | 16.3% |
| Fidelity VIP Contrafund Portfolio N/R Fidelity (FMR) · Separate account | $546K | 12.6% |
| Mutual of America 2030 Retirement N/R Mutual of America · Separate account Recordkeeper's own fund | $499K | 11.5% |
| Mutual of America 2025 Retirement N/R Mutual of America · Separate account Recordkeeper's own fund | $353K | 8.2% |
| Fidelity VIP Asset Manager Portfolio N/R Fidelity (FMR) · Separate account | $258K | 6.0% |
| Mutual of America 2045 Retirement N/R Mutual of America · Separate account Recordkeeper's own fund | $239K | 5.5% |
| Mutual of America 2040 Retirement N/R Mutual of America · Separate account Recordkeeper's own fund | $215K | 5.0% |
| Vanguard VIF International Portfolio N/R Vanguard · Separate account | $200K | 4.6% |
| Fidelity VIP Equity-Income Fund N/R Fidelity (FMR) · Separate account | $121K | 2.8% |
| Pooled separate account American Century VP Capital American Century · Separate account | $111K | 2.6% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.