Filings through .
2 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 7 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
6 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$2K in admin expenses, $8 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
2 funds of $250K or more; 8 lines in all, holding $3.4M of the plan's $3.4M. Recordkeeper: Mutual of America.
| Fund | Dollars | % of funds% |
|---|---|---|
| Group Annuity Contract Mutual of America Mutual of America · Insurance contract Recordkeeper's own fund | $3.0M | 86.4% |
| North County Lifeline . Mutual of America · Insurance contract Recordkeeper's own fund | $406K | 11.8% |
| Group Annuity Contract Mutual of America T. Rowe Price Blue Chip Growth Port T. Rowe Price · Insurance contract | $18K | 0.5% |
| Group Annuity Contract Mutual of America Vanguard VIF International Portfoli Vanguard · Insurance contract | $17K | 0.5% |
| Attachment to Jul2024 Form Manager not matched · Other | $11K | 0.3% |
| Group Annuity Contract Mutual of America Vanguard VIF Total Bond Market Inde Vanguard · Insurance contract Index | $7K | 0.2% |
| Group Annuity Contract Mutual of America Vanguard VIF Diversified Value Port Vanguard · Insurance contract | $7K | 0.2% |
| Group Annuity Contract . Manager not matched · Insurance contract | $2K | <0.1% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 Claims processing; Recordkeeping and ... | $2,505 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed February 4, 2004.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
7 filings · 2019 to 2025