Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $106,756 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $48,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,981 |
23 funds of $250K or more; 16 lines in all, holding $69.2M of the plan's $73.0M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom Index, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $47.0M | 67.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.9M | 8.5% |
| Vanguard U.S. Growth Fund Vanguard · Mutual fund | $4.8M | 6.9% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $2.3M | 3.3% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund | $2.1M | 3.1% |
| Galliard Stable Return Fund Allspring · Collective trust | $2.0M | 2.9% |
| Baird Core Plus Bond Fund Baird · Mutual fund | $1.2M | 1.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 1.6% |
| Eupac Fund Capital Group · Mutual fund | $707K | 1.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $624K | 0.9% |
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.
The auditor signed off without reservation. This is the cleanest opinion.