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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $28,672 |
9 funds of $250K or more; 23 lines in all, holding $7.2M of the plan's $7.5M. From the 2025 filing. Recordkeeper: Mutual OF America SEC.
Target-date series: American Funds Target Date, mutual fund, 14% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Funds 2040 TD Retirement Fund Manager not matched · Mutual fund | $1.6M | 22.8% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 1 vintage | $974K | 13.5% |
| Funds 2030 TD Retirement Fund Manager not matched · Mutual fund | $969K | 13.4% |
| Funds 2055 TD Retirement Fund Manager not matched · Mutual fund | $893K | 12.4% |
| Funds 2035 TD Retirement Fund Manager not matched · Mutual fund | $574K | 8.0% |
| Funds 2050 TD Retirement Fund Manager not matched · Mutual fund | $517K | 7.2% |
| Funds 2025 TD Retirement Fund Manager not matched · Mutual fund | $463K | 6.4% |
| Funds 2060 TD Retirement Fund Manager not matched · Mutual fund | $333K | 4.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $299K | 4.1% |
| Funds 2065 TD Retirement Fund Manager not matched · Mutual fund | $104K | 1.4% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.