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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $46,075 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,700 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
14 funds of $250K or more; 13 lines in all, holding $16.1M of the plan's $16.3M. From the 2024 filing. Recordkeeper: Gallagher Fiduciary Advisors.
Target-date series: Vanguard Target Retirement, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $10.5M | 65.4% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $3.0M | 18.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $866K | 5.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $528K | 3.3% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $333K | 2.1% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $223K | 1.4% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $212K | 1.3% |
| Vanguard Short-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $144K | 0.9% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $139K | 0.9% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $60K | 0.4% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.