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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $29,694 |
10 funds of $250K or more; 12 lines in all, holding $6.1M of the plan's $6.1M. From the 2024 filing. Recordkeeper: Mutual OF America SEC.
Target-date series: MoA Clear Passage, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MoA Clear Passage Mutual of America · Mutual fund Target-date, 10 vintages | $4.2M | 68.9% |
| MoA Retirement Income Fund Mutual of America · Mutual fund | $1.3M | 21.1% |
| MoA Equity Index Fund Mutual of America · Mutual fund Index | $291K | 4.7% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $285K | 4.6% |
| Loan Fund Mutual of America · Mutual fund | $25K | 0.4% |
| Attachment to Jan2024 Form Manager not matched · Other | $6K | <0.1% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $3K | <0.1% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $3K | <0.1% |
| MoA Small Cap Growth Fund Mutual of America · Mutual fund | $531 | <0.1% |
| Blackrock MID CAP Growth Equity Portfolio Class K BlackRock · Mutual fund | $346 | <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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.