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2 funds of $250K or more; 19 lines in all, holding $1.1M of the plan's $1.1M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $433K | 39.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $266K | 24.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $130K | 12.0% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $63K | 5.8% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $54K | 4.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $43K | 4.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $42K | 3.9% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $35K | 3.2% |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares Vanguard · Mutual fund Index | $6K | 0.6% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $6K | 0.5% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.