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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $1,293 |
3 funds of $250K or more; 9 lines in all, holding $2.3M of the plan's $2.3M. From the 2025 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Insurance contract Target-date, 10 vintagesRecordkeeper's own fund | $1.6M | 68.9% |
| Interest Accumulation Account Mutual of America Life Insurance Company Mutual of America · Insurance contract Recordkeeper's own fund | $352K | 15.2% |
| Mutual of America Life Insurance MoA Moderate Allocation Fund Mutual of America · Insurance contract Recordkeeper's own fund | $260K | 11.2% |
| Mutual of America Life Insurance MoA Retirement IncomeÄFund Mutual of America · Insurance contract Recordkeeper's own fund | $69K | 3.0% |
| Fidelity VIP Asset Manager Portfolio Fidelity (FMR) · Mutual fund | $29K | 1.2% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $5K | 0.2% |
| VP Capital Appreciation Fund American Century · Mutual fund | $4K | 0.2% |
| Mutual of America Life Insurance MoA Conservative Allocation Fund Mutual of America · Insurance contract Recordkeeper's own fund | $4K | 0.2% |
| Mutual of America Life Insurance MoA Equity Index Fund Mutual of America · Insurance contract IndexRecordkeeper's own fund | $772 | <0.1% |
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.
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.