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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $27,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$21,454 |
12 funds of $250K or more; 21 lines in all, holding $18.6M of the plan's $18.8M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: T. Rowe Price Retirement, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $14.8M | 79.5% |
| Collateral, Value Cost Value Manager not matched · Other | $1.2M | 6.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $761K | 4.1% |
| MFS Massachusetts Investors Growth Stock Portfolio MFS (Sun Life) · Mutual fund | $545K | 2.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $225K | 1.2% |
| Heritage Fund American Century · Mutual fund | $192K | 1.0% |
| MFS International Growth Fund MFS (Sun Life) · Mutual fund | $161K | 0.9% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund | $153K | 0.8% |
| Pioneer Fundamental Growth Fund: Class K Victory Capital · Mutual fund | $121K | 0.7% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $108K | 0.6% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.