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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $24,196 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,420 |
9 funds of $250K or more; 14 lines in all, holding $11.2M of the plan's $11.3M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $7.6M | 67.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.1M | 18.9% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $462K | 4.1% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $365K | 3.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $249K | 2.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $108K | 1.0% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market Recordkeeper's own fund | $97K | 0.9% |
| Loomis Sayles Core Plus Bond Fund Class N Natixis IM · Mutual fund | $55K | 0.5% |
| Ret R6 American Funds EuroPacific Gr Mutual Fund Capital Group · Mutual fund | $52K | 0.5% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $50K | 0.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.