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13 funds hold $219K of the plan's $230K. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $103K | 47.0% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $63K | 28.9% |
| Vanguard Total International Bond Index Fund Vanguard · Mutual fund Index | $24K | 11.0% |
| Vanguard Real Estate Index Fund Vanguard · Mutual fund Index | $17K | 7.7% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $9K | 4.3% |
| Vanguard Ftse Social Index Fund Vanguard · Mutual fund Index | $629 | 0.3% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $509 | 0.2% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $336 | 0.2% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $297 | 0.1% |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Vanguard · Mutual fund Index | $226 | 0.1% |
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.