Filings through .
2 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$25K in admin expenses, $170 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 33 lines in all, holding $6.4M of the plan's $6.5M. Recordkeeper: Mutual OF America SEC.
Target-date series: MoA Clear Passage, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 10 vintages | $3.8M | 58.8% |
| AXA Equitable Life Insurance Co. Guaranteed Interest Account Equitable · Insurance contract | $1.8M | 27.6% |
| Dimensional Retirement Income Fund Institutional Class Dimensional · Mutual fund | $274K | 4.3% |
| Pooled Separate Accounts AXA Moderate Allocation Equitable · Separate account | $163K | 2.5% |
| EQ/Com Stck Index Manager not matched · Separate account Index | $84K | 1.3% |
| AXA Conserv-Plus Allocation Equitable · Separate account | $82K | 1.3% |
| AXA Lg Cap Val Managed Vol Equitable · Separate account | $48K | 0.7% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $48K | 0.7% |
| AXA Mid Cap Val Managed Vol Equitable · Separate account | $37K | 0.6% |
| AXA AB Small Cap Growth Equitable · Separate account | $26K | 0.4% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
23 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
23 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 5 by compensation.
| Provider | Compensation |
|---|---|
Filed as: MUTUAL OF AMERICA SEC CORP LLC Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 Recordkeeping | $24,713 |
EDWARD JONES7 years Service code 27 · EIN 43-0345811 Advisory (Plan) | $0 |
PRINCIPAL FINANCIAL GROUP8 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $0 |
Filed as: WILSHIRE ASSOCIATES INC Service code 31 1299 OCEAN AVENUE SUITE 700 · SANTA MONICA, CA 90401 Named fiduciary | $0 |
Service code 27 · EIN 95-2755361 Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025