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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,828 |
4 funds of $250K or more; 29 lines in all, holding $3.6M of the plan's $3.6M. From the 2024 filing. Recordkeeper: Mutual of America.
Target-date series: MoA Clear Passage, other, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Insurance contract Target-date, 10 vintagesRecordkeeper's own fund | $1.8M | 48.9% |
| Mutual of America Equity Index Fund Mutual of America · Insurance contract IndexRecordkeeper's own fund | $666K | 18.5% |
| Fully Benefit-Responsive Investment Contract: Mutual of America Life Insurance Company Mutual of America · Insurance contract Recordkeeper's own fund | $310K | 8.6% |
| Vanguard VIF Diversified Value Portfolio Vanguard · Insurance contract | $142K | 3.9% |
| Mutual of America Mid Cap Equity Index Fund Mutual of America · Insurance contract IndexRecordkeeper's own fund | $127K | 3.5% |
| Mutual of America Aggressive Allo Mutual of America · Insurance contract Recordkeeper's own fund | $93K | 2.6% |
| Fidelity VIP Contrafund Portfolio Fidelity (FMR) · Insurance contract | $87K | 2.4% |
| Mutual of America Conservative Allocation Fund Mutual of America · Insurance contract Recordkeeper's own fund | $71K | 2.0% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Insurance contract | $53K | 1.5% |
| Vanguard VIF Total Bond Market Index Portfolio Vanguard · Insurance contract Index | $40K | 1.1% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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.