Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $40,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $14,737 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,071 |
26 funds of $250K or more; 20 lines in all, holding $52.5M of the plan's $55.7M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $19.2M | 36.6% |
| Investments in shares of registered investment companies: Fidelity Growth Company Fund K6 Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $13.6M | 25.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.3M | 8.2% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $2.4M | 4.5% |
| Fidelity Value Fund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.9M | 3.5% |
| Fidelity Mid-Cap Stock K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.8M | 3.4% |
| Fidelity Diversified International Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.7M | 3.2% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.5M | 2.8% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.0M | 1.9% |
| Fidelity Short-Term Treasury Bond Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $943K | 1.8% |
No lineup changes between the 2024 and 2025 filings.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.