Filings through .
Filed August 15, 2018
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) | $54,113 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $29,075 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,989 |
17 funds of $250K or more; 12 lines in all, holding $25.3M of the plan's $26.0M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $14.9M | 58.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.6M | 14.1% |
| Fidelity Diversified International Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.6M | 6.3% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.5M | 6.0% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $1.2M | 4.8% |
| American Funds Bond R6 Capital Group · Mutual fund | $951K | 3.8% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $452K | 1.8% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $451K | 1.8% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $248K | 1.0% |
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $241K | 1.0% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeFidelity Freedom 2030 Fund Class K to Fidelity Freedom 2030 Fund Class K6 | $11.8M to $14.9M |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.