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; 30 lines in all, holding $1.6M of the plan's $1.7M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $669K | 40.7% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund Index | $258K | 15.7% |
| Current Investments Vanguard Bond Index Fund Vanguard · Mutual fund Index | $150K | 9.1% |
| Vanguard Emerging Markets Stock Index Fund Vanguard · Mutual fund | $134K | 8.1% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $93K | 5.7% |
| Vanguard Real Estate Index Fund Vanguard · Mutual fund Index | $65K | 3.9% |
| Vanguard Total International Bond Index Fund Vanguard · Mutual fund Index | $50K | 3.0% |
| Vanguard Federal Reserve Money Market Vanguard · Money market | $38K | 2.3% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $21K | 1.3% |
| Vanguard Information Technology Index Fund Vanguard · Mutual fund Index | $19K | 1.1% |
Covers 61,314 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.