Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,107 |
16 funds of $250K or more; 33 lines in all, holding $12.6M of the plan's $12.7M. From the 2024 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Insurance contract Target-date, 10 vintagesRecordkeeper's own fund | $5.4M | 43.3% |
| MoA Equity Index Fund Mutual of America · Insurance contract IndexRecordkeeper's own fund | $1.5M | 11.6% |
| Mutual of America Interest Accumulation Account Mutual of America · Insurance contract Recordkeeper's own fund | $1.3M | 9.9% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Insurance contract | $1.0M | 8.3% |
| Vanguard VIF International Portfolio Vanguard · Insurance contract | $519K | 4.1% |
| MoA Mid Cap Equity Index Fund Mutual of America · Insurance contract IndexRecordkeeper's own fund | $431K | 3.4% |
| Vanguard VIF Diversified Value Portfolio Vanguard · Insurance contract | $417K | 3.3% |
| MoA US Government Money Market Fund Mutual of America · Insurance contract Recordkeeper's own fund | $293K | 2.3% |
| MoA Small Cap Equity Index Fund Mutual of America · Insurance contract IndexRecordkeeper's own fund | $274K | 2.2% |
| MoA Aggressive Allocation Fund Mutual of America · Insurance contract Recordkeeper's own fund | $214K | 1.7% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.