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.
1 fund of $250K or more; 8 lines in all, holding $671K of the plan's $693K. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $302K | 45.1% |
| Vanguard Total International Stock Index- AD Fund Vanguard · Mutual fund Index | $205K | 30.6% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $73K | 10.9% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $52K | 7.7% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $32K | 4.8% |
| Vanguard Short Term Infl-Prot Sec Vanguard · Mutual fund | $4K | 0.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2K | 0.3% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $223 | <0.1% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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.