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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $3,929 |
2 funds of $250K or more; 9 lines in all, holding $5.7M of the plan's $5.6M. From the 2025 filing. Recordkeeper: Mutual of America.
Dropped 3 funds.
| Fund | Year-end value |
|---|---|
| DroppedMoA Small Cap Value Fund | $2.5M |
| DroppedMoA Core Bond Fund | $691K |
| DroppedMoA Clear Passage 2035 Fund | $260K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 stable value or insurance lines.
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.
Annual investment return 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.