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2 funds of $250K or more; 6 lines in all, holding $834K of the plan's $878K. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $401K | 48.0% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $270K | 32.3% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $67K | 8.1% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $67K | 8.0% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $29K | 3.5% |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares Vanguard · Mutual fund Index | $742 | <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.
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.