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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $259 |
13 funds of $250K or more; 35 lines in all, holding $11.3M of the plan's $14.2M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Manager not matched · Mutual fund Target-date, 11 vintages | $7.2M | 63.7% |
| MoA Equity Index Fund Manager not matched · Mutual fund Index | $647K | 5.7% |
| MoA US Government Money Market Fund Manager not matched · Money market | $404K | 3.6% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $382K | 3.4% |
| DWS Capital Growth VIP DWS · Other | $375K | 3.3% |
| MoA Mid Cap Equity Index Fund Manager not matched · Mutual fund Index | $343K | 3.0% |
| Fidelity VIP Equity-Income Portfolio Fidelity (FMR) · Mutual fund | $248K | 2.2% |
| American Century Investments VP Capital Appreciation Fu American Century · Separate account | $240K | 2.1% |
| MoA Aggressive Allocation Fund Manager not matched · Mutual fund | $213K | 1.9% |
| International Portfolio Vanguard · Mutual fund | $184K | 1.6% |
Added 12 funds.
| Fund | Year-end value |
|---|---|
| AddedMoA Clear Passage 2040 Fund | $1.6M |
| AddedMoA Clear Passage 2035 Fund | $1.2M |
| AddedMoA Clear Passage 2045 Fund | $895K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 stable value or insurance lines.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.