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7 funds hold $403K of the plan's $412K. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 84% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 5 vintages | $337K | 83.7% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $32K | 7.9% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $16K | 4.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $13K | 3.3% |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Vanguard · Mutual fund | $2K | 0.6% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $878 | 0.2% |
| Schwab Bank Savings Account Charles Schwab · Mutual fund | $845 | 0.2% |
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).
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.