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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $140,518 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $60,000 |
BDO USA, LLP6 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $30,351 |
23 funds of $250K or more; 16 lines in all, holding $119M of the plan's $120M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: BlackRock LifePath Index, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $50.0M | 41.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $22.4M | 18.7% |
| MFS MA Inv GR Stk R6 MFS (Sun Life) · Mutual fund | $11.0M | 9.3% |
| BlackRock LifePath Index BlackRock · Collective trust Target-date, 1 vintage | $9.0M | 7.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.2M | 4.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.1M | 4.3% |
| Invesco International Growth Fund Invesco · Mutual fund | $3.5M | 3.0% |
| Stable Value Fidelity (FMR) · Insurance contract Recordkeeper's own fund | $2.6M | 2.2% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $2.6M | 2.2% |
| Bond Fund OF America Capital Group · Mutual fund | $2.2M | 1.9% |
Moved 1 fund from collective trust to mutual fund.
| Fund | Year-end value |
|---|---|
| Collective trust to mutual fundLifepath Index Retire Fund to Blackrock Lifepath Index Retirement Fund Class K Shares | $6.7M to $6.9M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.