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.
6 funds of $250K or more; 24 lines in all, holding $5.9M of the plan's $5.9M. From the 2025 filing. Recordkeeper: Guideline.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.6M | 43.5% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 19.0% |
| Vanguard Group Bond Index Admiral Class Vanguard · Mutual fund Index | $784K | 13.2% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund | $542K | 9.1% |
| Vanguard Total International Bond Index Fund Vanguard · Mutual fund Index | $268K | 4.5% |
| Vanguard Group Specialized Div REIT Index Fund Admiral Shares Vanguard · Mutual fund Index | $255K | 4.3% |
| Vanguard Group Growth Index Admiral Vanguard · Mutual fund Index | $157K | 2.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $49K | 0.8% |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares Vanguard · Mutual fund Index | $24K | 0.4% |
| Vanguard Group Vanguard Sm Cap Index Adm Fund Vanguard · Mutual fund Index | $24K | 0.4% |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.