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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $2,748 |
4 funds of $250K or more; 35 lines in all, holding $5.4M of the plan's $5.4M. From the 2024 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 19% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Insurance Company General Account Mutual of America Interest Accumulation Account Mutual of America · Insurance contract Recordkeeper's own fund | $1.7M | 30.7% |
| MoA Clear Passage Mutual of America · Separate account Target-date, 10 vintagesRecordkeeper's own fund | $1.0M | 18.9% |
| Fidelity VIP Contrafund Portfolio Fidelity (FMR) · Separate account | $550K | 10.2% |
| DWS Capital Growth VIP DWS · Separate account | $419K | 7.8% |
| EQ/Mid Cap Index Portfolio Mutual of America · Separate account IndexRecordkeeper's own fund | $229K | 4.2% |
| Mutual of America Moderate Allocation Fund Mutual of America · Separate account Recordkeeper's own fund | $219K | 4.1% |
| Fidelity VIP Equity-Income Portfolio Fidelity (FMR) · Separate account | $191K | 3.5% |
| Aggressive Allocation Fund Institutional Mutual of America · Separate account Recordkeeper's own fund | $180K | 3.3% |
| Thrower Price Blue Chip Growth Portfolio Manager not matched · Separate account | $136K | 2.5% |
| Mutual of America All America Fund Mutual of America · Separate account Recordkeeper's own fund | $118K | 2.2% |
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.
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.