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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $65,234 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,210 |
27 funds of $250K or more; 22 lines in all, holding $60.5M of the plan's $61.2M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $39.3M | 64.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $4.9M | 8.1% |
| Fidelity Contrafund Class K Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.7M | 4.4% |
| Multimanager Lifestyle Balanced Portfolio John Hancock (Manulife) · Mutual fund | $2.4M | 4.0% |
| Multimanager Lifestyle Growth Portfolio John Hancock (Manulife) · Mutual fund | $1.9M | 3.2% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 2.8% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.0M | 1.7% |
| Multimanager Lifestyle Aggressive Portfolio John Hancock (Manulife) · Mutual fund | $883K | 1.5% |
| Fidelity Small Cap Growth K6 Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $704K | 1.2% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $695K | 1.1% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.