Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $0 |
7 funds of $250K or more; 19 lines in all, holding $5.4M of the plan's $5.5M. From the 2024 filing. Recordkeeper: Mutual of America.
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage 2025 Fund Manager not matched · Mutual fund | $1.2M | 21.7% |
| MoA Clear Passage 2045 Fund Manager not matched · Mutual fund | $1.1M | 19.5% |
| MoA Clear Passage 2050 Fund Manager not matched · Mutual fund | $837K | 15.5% |
| MoA Clear Passage 2035 Fund Manager not matched · Mutual fund | $777K | 14.4% |
| MoA Clear Passage 2055 Fund Manager not matched · Mutual fund | $405K | 7.5% |
| MoA Clear Passage 2040 Fund Manager not matched · Mutual fund | $397K | 7.3% |
| MoA Clear Passage 2030 Fund Manager not matched · Mutual fund | $357K | 6.6% |
| MoA US Government Money Market Fund Manager not matched · Money market | $224K | 4.1% |
| MoA Clear Passage 2060 Fund Manager not matched · Mutual fund | $75K | 1.4% |
| MoA Clear Passage 2065 Fund Manager not matched · Mutual fund | $54K | 1.0% |
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.
The auditor signed off without reservation. This is the cleanest opinion.