Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: HUMAN INTEREST Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $7,753 |
2 funds of $250K or more; 12 lines in all, holding $1.2M of the plan's $1.3M. From the 2025 filing. Recordkeeper: Human Interest Advisor.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $575K | 46.9% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $391K | 31.9% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $106K | 8.6% |
| Vanguard Real Estate Index Fund Vanguard · Mutual fund Index | $94K | 7.6% |
| Vanguard Total International Bond Index Fund Vanguard · Mutual fund Index | $45K | 3.7% |
| Vanguard Short Term Infl-Prot Sec Vanguard · Mutual fund | $11K | 0.9% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $837 | <0.1% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $822 | <0.1% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $780 | <0.1% |
| Vanguard Mid-Cap Growth Index Fund Vanguard · Mutual fund Index | $662 | <0.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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.