Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $55,108 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $51,865 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SERVICES, INC Service code 14 · EIN 13-3745616 | Plan Administrator | $11,733 |
21 funds hold $35.5M of the plan's $39.3M. From the 2025 filing. Recordkeeper: Gallagher Fiduciary Advisors.
Target-date series: Vanguard Target Retirement, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $9.0M | 25.3% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 7 vintages | $8.3M | 23.4% |
| FID 500 IND Fidelity (FMR) · Other | $6.9M | 19.5% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $2.7M | 7.6% |
| Vanguard Target Retirement Vanguard · Other Target-date, 3 vintages | $2.0M | 5.7% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $1.0M | 2.8% |
| AB US LG CAP GR G AllianceBernstein · Other | $843K | 2.4% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $748K | 2.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $680K | 1.9% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund | $655K | 1.8% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.