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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLACHER CAPITAL MANAGEMENT Service code 15 · EIN 46-0500417 | Recordkeeping | $34,930 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,634 |
7 funds of $250K or more; 29 lines in all, holding $7.5M of the plan's $7.8M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 14% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Amerfunds 2060 Targ Dateret R6 Manager not matched · Mutual fund | $1.9M | 24.7% |
| Amerfunds 2050 Targ Dateret R6 Manager not matched · Mutual fund | $1.3M | 16.7% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 3 vintages | $1.1M | 14.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $598K | 7.9% |
| Amerfunds 2040 Targ Dateret R6 Manager not matched · Mutual fund | $530K | 7.0% |
| Amerfunds 2030 Targ Dateret R6 Manager not matched · Mutual fund | $494K | 6.6% |
| Amerfunds 2035 Targ Dateret R6 Manager not matched · Mutual fund | $375K | 5.0% |
| Amerfunds 2045 Targ Dateret R6 Manager not matched · Mutual fund | $204K | 2.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $177K | 2.3% |
| Gds Emg Mkt EQ Insights R6 Manager not matched · Mutual fund | $154K | 2.0% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.