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19 funds hold $619K of the plan's $623K. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $194K | 31.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $101K | 16.4% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $99K | 16.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $73K | 11.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $45K | 7.3% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $29K | 4.7% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $20K | 3.3% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $20K | 3.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $18K | 3.0% |
| Vanguard Short-Term Inf-Prot Sec Index Admiral Vanguard · Mutual fund Index | $4K | 0.7% |
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.
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.