Filings through .
2 of 18 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant 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.
$38K in admin expenses, $116 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
5 funds of $250K or more; 8 lines in all, holding $4.6M of the plan's $6.8M. Recordkeeper: Mutual OF America SEC.
Target-date series: MoA Clear Passage, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 10 vintages | $2.5M | 54.7% |
| Vanguard Treasury Money Market Investor xx Vanguard · Money market | $875K | 19.0% |
| MoA International Fund Mutual of America · Mutual fund | $473K | 10.3% |
| MoA Mid Cap Equity Index Fund Mutual of America · Mutual fund Index | $413K | 9.0% |
| MoA Small Cap Equity Index Fund Mutual of America · Mutual fund Index | $210K | 4.6% |
| Vanguard Total Bond Market Index Adm xx Vanguard · Mutual fund Index | $80K | 1.7% |
| MoA Retirement Income Fund xx Mutual of America · Mutual fund | $31K | 0.7% |
| Vanguard Real Estate Index Admiral xx Vanguard · Mutual fund Index | $7K | 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. They do not show 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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 Recordkeeping | $25,539 |
Filed as: WILSHIRE ASSOCIATES INC Service code 31 1299 OCEAN AVENUE SUITE 700 · SANTA MONICA, CA 90401 Named fiduciary | $2,717 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025