Filings through .
Filed December 14, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.
4 funds of $250K or more; 20 lines in all, holding $3.2M of the plan's $3.2M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $1.2M | 39.3% |
| Vang Cash Resrv MM Vanguard · Money market | $505K | 16.0% |
| Vanguard Balanced Index Fund Investor Shares Vanguard · Mutual fund | $310K | 9.8% |
| Vanguard TgtRet 2055 Vanguard · Mutual fund | $295K | 9.3% |
| Vanguard TgtRet 2035 Vanguard · Mutual fund | $173K | 5.5% |
| Vanguard TgtRet 2045 Vanguard · Mutual fund | $158K | 5.0% |
| Vanguard TgtRet 2050 Vanguard · Mutual fund | $118K | 3.7% |
| Vanguard TgtRet 2060 Vanguard · Mutual fund | $114K | 3.6% |
| Vanguard TgtRet 2040 Vanguard · Mutual fund | $101K | 3.2% |
| Vanguard TgtRet 2025 Vanguard · Mutual fund | $76K | 2.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.