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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $814 |
1 fund of $250K or more; 8 lines in all, holding $7.2M of the plan's $7.2M. From the 2025 filing. Recordkeeper: Mutual of America.
| Fund | Dollars | % of funds% |
|---|---|---|
| Group Annuity Contract Mutual of America Mutual of America · Insurance contract Recordkeeper's own fund | $6.7M | 93.2% |
| Group Annuity Contract Mutual of America T. Rowe Price Blue Chip Growth Port T. Rowe Price · Insurance contract | $177K | 2.5% |
| Group Annuity Contract Mutual of America Vanguard VIF Diversified Value Port Vanguard · Insurance contract | $100K | 1.4% |
| Group Annuity Contract Mutual of America PIMCO VIT Real Return Portfolio PIMCO (Allianz) · Insurance contract | $90K | 1.2% |
| Group Annuity Contract Mutual of America Vanguard VIF International Portfoli Vanguard · Insurance contract | $77K | 1.1% |
| Siouxland Mental Health Services, Inc. . Mutual of America · Insurance contract Recordkeeper's own fund | $18K | 0.2% |
| Group Annuity Contract Mutual of America Vanguard VIF Real Estate Index Port Vanguard · Insurance contract Index | $13K | 0.2% |
| Attachment to Jan2025 Form Manager not matched · Other | $11K | 0.2% |
No lineup changes between the 2024 and 2025 filings.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.