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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,772 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $6,427 |
10 funds of $250K or more; 19 lines in all, holding $12.3M of the plan's $12.7M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $8.1M | 66.2% |
| AllianceBernstein AB Large Cap Growth Class Z AllianceBernstein · Other | $1.3M | 10.2% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $823K | 6.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $720K | 5.9% |
| Fidelity Small Cap Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $283K | 2.3% |
| New World Fund (R6) Capital Group · Mutual fund | $211K | 1.7% |
| BlackRock High Yield Portfolio (A) BlackRock · Mutual fund Possible retail class A | $203K | 1.6% |
| Allspring Special Mid Cap Value Fund Class A Allspring · Mutual fund Possible retail class A | $133K | 1.1% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $111K | 0.9% |
| Vanguard Total International Stock Index Fund (A) Vanguard · Mutual fund IndexPossible retail class A | $107K | 0.9% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.