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1 fund of $250K or more; 23 lines in all, holding $926K of the plan's $958K. From the 2024 filing. Recordkeeper: Guideline.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $404K | 43.6% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $164K | 17.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $153K | 16.6% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $83K | 9.0% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $54K | 5.9% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $45K | 4.8% |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares Vanguard · Mutual fund Index | $7K | 0.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2K | 0.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2K | 0.2% |
| Vanguard Industrials Index Fund Admiral Shares Vanguard · Mutual fund Index | $2K | 0.2% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.