Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $2,689 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $363 |
11 funds of $250K or more; 23 lines in all, holding $9.6M of the plan's $9.8M. From the 2025 filing. Recordkeeper: Mutual OF America SEC.
| Fund | Dollars | % of funds% |
|---|---|---|
| Dimensional Retirement Income Fund Institutional Class Mutual of America · Mutual fund | $1.7M | 17.3% |
| MoA Clear Passage 2030 Fund Mutual of America · Mutual fund | $1.6M | 16.5% |
| MoA Clear Passage 2035 Fund Mutual of America · Mutual fund | $1.2M | 12.9% |
| MoA Clear Passage 2025 Fund Mutual of America · Mutual fund | $1.2M | 12.4% |
| Calvert Bond Fund Class R6 Morgan Stanley · Mutual fund | $552K | 5.7% |
| MoA Clear Passage 2050 Fund Mutual of America · Mutual fund | $527K | 5.5% |
| MoA Clear Passage 2040 Fund Mutual of America · Mutual fund | $524K | 5.4% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $376K | 3.9% |
| MoA Clear Passage 2045 Fund Mutual of America · Mutual fund | $327K | 3.4% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund | $278K | 2.9% |
See the other 13 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 60,908 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,275 | $50,982-13.2% | $154,803-71.4% | $85,563-48.3% |
| Participation rate | 47.5% | 59.8%-12.2pp | 78.1%-30.5pp | 66.0%-18.4pp |
| Annual return | 14.19% | 30.35%-16.2pp | 58.88%-44.7pp | 31.51%-17.3pp |
| Employer contribution / active EE | $581 | $1,708-66.0% | $4,305-86.5% | $2,654-78.1% |
| Participant deferral / active EE | $784 | $2,474-68.3% | $5,540-85.8% | $4,375-82.1% |
| Admin fee / account holder | $59 | $846-93.0% | $14,329-99.6% | $834-92.9% |