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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 PO BOX 71396 · CHICAGO, IL 60694 | Advisory (Plan) | $55,000 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,103 |
8 funds of $250K or more; 26 lines in all, holding $10.8M of the plan's $13.8M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $8.0M | 74.3% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $980K | 9.1% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $912K | 8.4% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $232K | 2.1% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market Recordkeeper's own fund | $221K | 2.0% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $122K | 1.1% |
| Mutual Funds and Money Market Funds: Vanguard Vanguard · Money market IndexRecordkeeper's own fund | $94K | 0.9% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $88K | 0.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $40K | 0.4% |
| Vanguard Wellesley Income Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $34K | 0.3% |
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.
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.