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19 funds of $250K or more; 24 lines in all, holding $16.3M of the plan's $16.7M. From the 2024 filing. Recordkeeper: Paychex.
Target-date series: Fidelity Freedom Index, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $9.1M | 55.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 7.5% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 2 vintages | $794K | 4.9% |
| Fidelity Equity Inc Fidelity (FMR) · Mutual fund | $752K | 4.6% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $604K | 3.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $407K | 2.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $340K | 2.1% |
| International Equity Fund Vanguard International Growth Fund Investor Shares Vanguard · Mutual fund | $332K | 2.0% |
| Western Asset Core Bond Fund Class I Franklin Templeton · Mutual fund | $285K | 1.8% |
| Vang Equity Inc Vanguard · Mutual fund | $279K | 1.7% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.