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2 funds of $250K or more; 22 lines in all, holding $1.1M of the plan's $1.2M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| i) Mutual funds: State Street SPDR Portfolio S&P 500 ETF State Street (SSgA) · ETF Index | $488K | 43.7% |
| Vanguard Ftse Developed Markets ETF Vanguard · ETF Index | $266K | 23.8% |
| iShares Core U.S. Aggregate Bond ETF BlackRock · ETF Index | $99K | 8.9% |
| Vanguard Ftse Emerging Markets ETF Vanguard · ETF Index | $83K | 7.5% |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF State Street (SSgA) · ETF Index | $59K | 5.3% |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF State Street (SSgA) · ETF Index | $44K | 3.9% |
| Vanguard Total International Bond Index Fund Vanguard · ETF Index | $19K | 1.7% |
| Vanguard Emerging Markets Government Bond ETF Vanguard · ETF Index | $15K | 1.3% |
| Vanguard Total Stock Market Index Fund Vanguard · ETF Index | $11K | 1.0% |
| Invesco NASDAQ 100 ETF Invesco · ETF Index | $11K | 1.0% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.