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.
2 funds of $250K or more; 18 lines in all, holding $1.9M of the plan's $2.0M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $870K | 44.9% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $357K | 18.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $243K | 12.5% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $179K | 9.2% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $90K | 4.7% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $77K | 4.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $25K | 1.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $15K | 0.8% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $15K | 0.8% |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares Vanguard · Mutual fund Index | $14K | 0.7% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).