# EDGAR Filing Document

**Accession Number:** 0000796565
**File Stem:** 0000796565-25-000004
**Filing Date:** 2025-12
**Character Count:** 4587
**Document Hash:** 867c6490c15e7f4aeb5bccc4d75fd2a8
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000796565-25-000004.hdr.sgml**: 20260113

**ACCESSION NUMBER**: 0000796565-25-000004

**CONFORMED SUBMISSION TYPE**: TA-1/A

**PUBLIC DOCUMENT COUNT**: 1

**FILED AS OF DATE**: 20251222

**DATE AS OF CHANGE**: 20260113

**EFFECTIVENESS DATE**: 20260101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MUTUAL FUNDS SERVICE CO /TA
- **CENTRAL INDEX KEY:** 0000796565

**ORGANIZATION NAME:**
- **EIN:** 000000000

**FILING VALUES:**
- **FORM TYPE:** TA-1/A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 084-01441
- **FILM NUMBER:** 26529095

**BUSINESS ADDRESS:**
- **STREET 1:** 6125 MEMORIAL DRIVE
- **CITY:** DUBLIN
- **STATE:** OH
- **ZIP:** 43017
- **BUSINESS PHONE:** 6147667000

**MAIL ADDRESS:**
- **STREET 1:** 6125 MEMORIAL DRIVE
- **CITY:** DUBLIN
- **STATE:** OH
- **ZIP:** 43017

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MUTUAL FUNDS SERVICE CO                                 /TA
- **DATE OF NAME CHANGE:** 19860707

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM TA-1

### UNIFORM FORM OF APPLICATION FOR REGISTRATION AS A TRANSFER AGENT

### Registrant Information

**Appropriate regulatory agency:** SEC

**Full name of Registrant:** MUTUAL FUNDS SERVICE CO /TA

**FINS Number:** 408773

**Address of principal office where transfer agent activities are performed:** 6125 MEMORIAL DRIVE, DUBLIN, OH, 43017

**Is mailing address different from principal office address?:** No

**Telephone Number:** 614-766-7000

**Does registrant conduct business in other locations?:** No

**Is registrant a self-transfer agent?:** No

**Does registrant engage a service company to perform any of its transfer agent functions?:** No

**Is registrant engaged as a service company by a named transfer agent?:** No

### Ownership and Control Information

**Registrant Type:** Corporation

**Does any other person control the management or policies of the applicant?:** No

**Does any other person directly or indirectly finance the applicant?:** No

**Control Affiliates Information:**

| Entity Name                        | Relationship Start Date   | Title or Status                   | Ownership Code   | Control Person   |
|:---|:---|:---|:---|:---|
| Meeder Investment Management, Inc. | 01/22/2013                | Holding company of registrant     | E                | Yes              |
| Adam Ness                          | 01/27/2015                | Chief Operating Officer           | NA               | Yes              |
| Mike Ciotola                       | 05/20/2021                | Senior Vice President, Operations | NA               | Yes              |
| Deanna Sparks                      | 06/29/1998                | Director of Transfer Agency       | NA               | Yes              |

### Disciplinary History

- **Convicted/plead guilty to any felony or investment-related misdemeanor?:** No

- **Convicted/plead guilty to any other felony?:** No

- **Enjoined in connection with any investment-related activity?:** No

- **Found to have violated any investment-related statute or regulation?:** No

- **Made a false statement or omission in a filing with the SEC?:** No

- **Found to have violated SRO rules or failed to supervise?:** No

- **Had authorization to act as a financial professional denied, suspended, or revoked?:** No

- **Had a registration as a financial professional denied, suspended, or revoked?:** No

- **Federal/State agency found a false statement or omission?:** No

- **Federal/State agency found a violation of investment-related regulations?:** No

- **Federal/State agency denied, suspended, or revoked authorization?:** No

- **Federal/State agency entered an order against the applicant?:** No

- **Federal/State agency denied, suspended, or revoked registration?:** No

- **Federal/State agency revoked or suspended a license?:** No

- **SRO found a false statement or omission?:** No

- **SRO found a violation of its rules?:** No

- **SRO denied, suspended, or revoked authorization?:** No

- **SRO revoked or suspended a license?:** No

- **Subject of an order or finding by a foreign financial regulatory authority?:** No

- **Currently the subject of any proceeding that could result in a 'yes' answer to any of the above?:** No

- **Had a bond revoked for disorderly conduct, fraud, or dishonesty?:** No

- **Have any unsatisfied judgments or liens against them?:** No

### Signature

**Signature:** Brandon Kipp

**Title:** Chief Compliance Officer

**Date:** 12/22/2025

**Phone Number:** 614-495-5971