Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 28 · EIN 36-4291971 | Investment Management | $31,612 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $15,780 |
11 funds of $250K or more; 15 lines in all, holding $15.7M of the plan's $16.1M. From the 2025 filing. Recordkeeper: Charles Schwab.
Target-date series: American Funds Target Date, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $12.5M | 79.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $809K | 5.2% |
| Money Market Fund Vanguard Vanguard · Money market | $491K | 3.1% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $397K | 2.5% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $234K | 1.5% |
| Vanguard Equity Incom Adm Vanguard · Mutual fund | $217K | 1.4% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $216K | 1.4% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $148K | 0.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $136K | 0.9% |
| Schwab Treasury Inflation Protected Securities Index Fund Charles Schwab · Mutual fund IndexRecordkeeper's own fund | $133K | 0.8% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.