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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $58,854 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 PO BOX 71396 · CHICAGO, IL 60694 | Advisory (Plan) | $26,619 |
14 funds of $250K or more; 15 lines in all, holding $19.6M of the plan's $20.8M. From the 2024 filing. Recordkeeper: Ascensus.
Target-date series: Vanguard Target Retirement, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $14.5M | 74.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 8.5% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $850K | 4.3% |
| Value Collective Investment Trust: M Manager not matched · Collective trust | $722K | 3.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $334K | 1.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $319K | 1.6% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $276K | 1.4% |
| Fidelity Small Cap Growth R6 Fidelity (FMR) · Mutual fund | $183K | 0.9% |
| American Beacon Small Cap Value Fund R6 Class American Beacon (Resolute) · Mutual fund | $172K | 0.9% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $170K | 0.9% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.