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; 2 lines in all, holding $571K of the plan's $23.5M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Federated Hermes Treasury Obligations Fund Federated Hermes · Mutual fund | $360K | 63.1% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 2 vintages | $211K | 36.9% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.