Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $69,497 |
Service code 37 · EIN 04-2647786 | Loan Processing | $67,219 |
29 funds of $250K or more; 28 lines in all, holding $101M of the plan's $101M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: American Funds Target Date, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $51.0M | 50.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $21.3M | 21.1% |
| Franklin Growth Fund Class R6 Franklin Templeton · Mutual fund | $4.6M | 4.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $3.5M | 3.5% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.6M | 2.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $2.2M | 2.2% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $2.1M | 2.1% |
| Fidelity International Growth Fund Fidelity Advisor International Growth Fund: Class Z Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.6M | 1.6% |
| Invesco Gold Special Mineral Fund R6 Invesco · Mutual fund | $1.5M | 1.5% |
| Fidelity Small Cap Growth Fund Fidelity Advisor Small Cap Growth Fund: Class Z Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $1.1M | 1.1% |
Added 3 funds, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| AddedFidelity 500 Index Fund | $21.3M |
| AddedDodge & Cox Stock Fund Class X | $2.1M |
| DroppedJPMorgan Equity Income Fund Class R6 | $2.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Employer 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.