Filings through .
Filed April 29, 2008 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $36,622 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,366 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,180 |
22 funds of $250K or more; 21 lines in all, holding $29.6M of the plan's $30.0M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $13.5M | 45.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.3M | 11.2% |
| Vang Info Tec Index AD Vanguard · Mutual fund Index | $2.7M | 9.3% |
| Stable Value Fund Principal · Insurance contract | $2.4M | 8.1% |
| Vanguard Intermediate-Term Treasury Fund Admiral Shares Vanguard · Mutual fund | $1.1M | 3.9% |
| Vanguard Primecap Fund Admiral Shares Vanguard · Mutual fund | $1.1M | 3.7% |
| Principal PIF Divrsd Intl Inst Principal · Mutual fund | $1.0M | 3.5% |
| T. Rowe Price Capital Appreciation Fund-I Class T. Rowe Price · Mutual fund | $774K | 2.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $631K | 2.1% |
| GS EM Mkt EQ Ins R6 Goldman Sachs · Mutual fund | $588K | 2.0% |
Added 3 funds, dropped 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Intermediate-Term Treasury Fund Admiral Shares | $1.1M |
| Share class changeVanguard Windsor Vang Primecap ADM to Vanguard Primecap Fund Admiral Shares | $609K to $1.1M |
| DroppedVanguard Windsor Vang Intm Treas ADM | $583K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
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.