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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NC 10022 | Recordkeeping | $10,893 |
5 funds of $250K or more; 12 lines in all, holding $2.7M of the plan's $2.9M. From the 2025 filing. Recordkeeper: Mutual OF America SEC.
Target-date series: MoA Clear Passage, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Manager not matched · Mutual fund Target-date, 10 vintages | $1.4M | 53.8% |
| Inv esco Stable Value Trust A1 Manager not matched · Insurance contract | $478K | 17.9% |
| Calv ert International Responsible Index R6 Manager not matched · Mutual fund Index | $419K | 15.7% |
| MoA Retirement Income Fund Manager not matched · Mutual fund | $140K | 5.2% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $87K | 3.3% |
| MoA Mid Cap Equity Index Fund Manager not matched · Mutual fund Index | $86K | 3.2% |
| Vanguard Treasury Money Market Inv estor Vanguard · Money market | $9K | 0.3% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $7K | 0.3% |
| Blackrock MID CAP Growth Equity Portfolio Class K BlackRock · Mutual fund | $4K | 0.1% |
| Victory RS Small Cap Growth Fund Class R6 Victory Capital · Mutual fund | $3K | 0.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.