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Original filing (PDF)20251014125330NAL0001407059001
MFA INCORPORATED
Form 5500
FILING_RECEIVED
MFA INCORPORATED RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
1,118
Accounts w/ balance
—
Plan assets (EOY)
$230.3M
Net assets (EOY)
$230.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 18 bps in Schedule C fees — 81% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MFA INCORPORATED.
Plan sponsor
Name
MFA INCORPORATED
EIN
43-0415080
Address
201 RAY YOUNG DRIVE · COLUMBIA, MO · 65201
Phone
(573) 876-5311
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Name
MFA RETIREMENT PLANS
EIN
62-1438490
City
COLUMBIA, MO
Phone
(573) 876-5310
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
BAKER TILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MFA INCORPORATED | 43-0415080 | — | PLAN SPONSOR | $126K | — |
| AON HEWITT | 36-2235791 | — | SERVICE PROVIDER | $110K | — |
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | SERVICE PROVIDER | $108K | — |
| SPENCER FANE, LLP | 44-0561981 | — | SERVICE PROVIDER | $39K | — |
| ARMANINO LLP | 94-6214841 | — | SERVICE PROVIDER | $18K | — |
| PENSION CONSULTANTS | 43-1685158 | — | SERVICE PROVIDER | $15K | — |
Investments
12 direct securities · 2 pooled funds· $227.3M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$197.9M
11 holdings
Mutual Funds
$18.4M
1 holding
Common Collective Trust
$11.0M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Index J.P. Morgan J.P. Morgan Exchange- | — | — | $41.3M | $37.5M | 16.3% | |
| Strategic Eq Instl Paydenfunds Payden Corporation Bond SI | — | — | $33.5M | $33.1M | 14.4% | |
| Fidelity Investments Fidelity Large Cap Growth | — | — | $18.5M | $29.7M | 12.9% | |
| Index Fidelity Investments Fidelity Large Cap Value | — | — | $23.5M | $29.2M | 12.7% | |
| Artisan Partners Funds Artisan High Income Fund | Mutual Funds | — | $19.1M | $18.4M | 8.0% | |
| Inc. Equity R6 J.P. Morgan Undiscovered Managers | — | — | $12.2M | $16.1M | 7.0% | |
| Traded Fund Trust Lazard International | — | — | $16.3M | $14.7M | 6.4% | |
| Securities Z Emerald Growth Institutional | — | — | $12.1M | $11.8M | 5.1% | |
| ALLSPRING SPECIAL MC VAL E1 SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | — | $8.5M | $11.0M | 4.8% | |
| Cohen and Steers Cohen & Steers Real Estate | — | — | $9.9M | $10.5M | 4.5% | |
| Index Fidelity Investments Fidelity Mid Cap Growth | — | — | $8.6M | $9.9M | 4.3% | |
| RBC Global Asset Management RBC Emerging Markets | — | — | $3.9M | $4.1M | 1.8% | |
| John Hancock Trust Company Interest-bearing cash | — | — | $1.1M | $1.1M | 0.5% | |
| CARILLON EAGLE MC GROWTH CIT 1 CARILLION EAGLE MID CAP GROWTH CIT · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |