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2 funds of $250K or more; 11 lines in all, holding $1.6M of the plan's $1.7M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $764K | 47.3% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $446K | 27.6% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $147K | 9.1% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $105K | 6.5% |
| Vanguard Growth Index Admiral Vanguard Growth Index Admiral Vanguard · Mutual fund Index | $83K | 5.1% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $64K | 4.0% |
| Admiral Vanguard Shrt-Term Infl-Prot Mutual fund Vanguard · Mutual fund | $3K | 0.2% |
| Fund Retirement Vanguard 500 Index Admiral Mutual fund Vanguard · Mutual fund Index | $2K | 0.1% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $661 | <0.1% |
| Sec Index Adm Vanguard Small Cap Index Adm Mutual fund Vanguard · Mutual fund Index | $402 | <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.
Employer 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.