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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $2,497 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $81 |
6 funds of $250K or more; 24 lines in all, holding $4.8M of the plan's $5.2M. From the 2024 filing. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Equity Index Fund Mutual of America · Mutual fund Index | $964K | 20.3% |
| MoA Clear Passage 2040 Fund Mutual of America · Mutual fund | $809K | 17.0% |
| MoA Clear Passage 2050 Fund Mutual of America · Mutual fund | $487K | 10.2% |
| MoA Clear Passage 2035 Fund Mutual of America · Mutual fund | $472K | 9.9% |
| MoA Clear Passage 2030 Fund Mutual of America · Mutual fund | $341K | 7.2% |
| Nomura Small Cap Value Fund Class R6 Macquarie / Nomura · Mutual fund | $262K | 5.5% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $235K | 4.9% |
| Calvert International Responsible Index Fund Class R6 Morgan Stanley · Mutual fund Index | $197K | 4.1% |
| MoA Mid Cap Equity Index Fund Mutual of America · Mutual fund Index | $188K | 3.9% |
| MoA Clear Passage 2060 Fund Mutual of America · Mutual fund | $175K | 3.7% |
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.