Filings through .
Filed December 20, 2004
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 | Participant loan processing; Recordke... | $723 |
12 funds of $250K or more; 33 lines in all, holding $10.6M of the plan's $10.7M. From the 2024 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $5.9M | 55.3% |
| Equity Index Fund Mutual of America · Mutual fund IndexRecordkeeper's own fund | $1.2M | 11.4% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $696K | 6.6% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $616K | 5.8% |
| DWS Capital Growth VIP DWS · Other | $540K | 5.1% |
| Interest Accumulation Account Mutual of America · Other Recordkeeper's own fund | $350K | 3.3% |
| Pooled Separate Accounts Investco Oppenheimer V.I. Main Street Invesco · Separate account | $192K | 1.8% |
| Mutual of America Conserv Alloc Mutual of America · Other Recordkeeper's own fund | $140K | 1.3% |
| Diversified Value Portfolio Vanguard · Mutual fund | $114K | 1.1% |
| Mutual of America Moderate Allocation Mutual of America · Other Recordkeeper's own fund | $113K | 1.1% |
Covers 61,314 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.