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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,006 |
Filed as: MUTUAL OF AMERICA Service code 12 5353 W ALABAMA STREET · HOUSTON, TX 77056 | Claims processing; Account maintenanc... | $771 |
2 funds of $250K or more; 34 lines in all, holding $1.7M of the plan's $7.8M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: MoA Clear Passage, mutual fund, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Manager not matched · Mutual fund Target-date, 10 vintages | $821K | 47.2% |
| Mutual of America Interest Accumulation Account Mutual of America · Other | $557K | 32.0% |
| MoA Equity Index Fund Manager not matched · Mutual fund Index | $108K | 6.2% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $58K | 3.4% |
| DWS Capital Growth VIP DWS · Other | $33K | 1.9% |
| Fidelity VIP Equity-Income Portfolio Fidelity (FMR) · Mutual fund | $33K | 1.9% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $24K | 1.4% |
| MoA Aggressive Allocation Fund Manager not matched · Mutual fund | $18K | 1.0% |
| Fidelity VIP Mid Cap Portfolio Fidelity (FMR) · Mutual fund | $16K | 0.9% |
| MoA Core Bond Fund Manager not matched · Mutual fund | $16K | 0.9% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.