GLOBAL RETIREMENT PARTNERS LLC
94 known aliases resolved via the canonical alias map
Market position · 2024
Plans served1,982+132 YoYRank #14 of mapped providers
Assets under administration$89.2B0.1%Market share · rank #153
Fees received$66MMedian $26,269/planSum across Schedule C direct + indirect
Net wins YoY+146385 won · 239 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical GLOBAL RETIREMENT PARTNERS LLC plan look like?
Service mix · median fees per plan
Count of plans where GLOBAL RETIREMENT PARTNERS LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Direct payment from the plan; Investment advisory (plan); Sub-transfer agency fees; Distribution (12b-1) feesCode 27 | 1,344 | $26,186 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other servicesCode 15 | 171 | $25,496 | |
Other feesCode 99 | 158 | $20,193 | |
Other fees; Investment advisory (participants)Code 26 | 113 | $26,695 | |
Other fees; Consulting (general)Code 16 | 83 | $37,000 | |
Other fees; Investment managementCode 28 | 40 | $27,025 | |
Securities brokerage; Other feesCode 33 | 22 | $26,664 | |
Participant loan processing; Consulting (pension); Recordkeeping feesCode 17 | 12 | $27,829 |
Competitor overlap
Percent of GLOBAL RETIREMENT PARTNERS LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under GLOBAL RETIREMENT PARTNERS LLC.
| Sponsor | From | Assets |
|---|---|---|
PAYCHEX RETIREMENT LLCNY · 853275179-001 | ROVIN CAPITAL | $1.8B |
AKIMA, LLCVA · 270072039-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $555M |
SANTA CLARA UNIVERSITYCA · 941156617-002 | TIAA | $520M |
EMPIRE SOUTHWEST LLCAZ · 860894087-002 | WEALTHPLAN ADVISORS LLC | $487M |
SANTA CLARA UNIVERSITYCA · 941156617-001 | FID INV INST OPS CO | $460M |
PACIFIC HIDE & FUR DEPOT D/B/A PACIFIC STEEL AND RECYCLINGMT · 810246538-001 | THE VANGUARD GROUP, INC. | $442M |
SUNRUN INC.CA · 262841711-001 | LPL FINANCIAL | $366M |
WAGNER EQUIPMENT CO.CO · 840703569-002 | PRINCIPAL LIFE INSURANCE COMPANY | $279M |
VALIANT INTEGRATED SERVICES LLCVA · 474319448-001 | PRINCIPAL LIFE INSURANCE COMPANY | $271M |
MILFORD REGIONAL MEDICAL CENTERMA · 042103602-001 | FIDUCIARY INVESTMENT ADVISORS | $256M |
Plans lost in 2024
Appeared last year under GLOBAL RETIREMENT PARTNERS LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
OLD NATIONAL BANCORPIN · 351539838-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $651M |
BEACON HEALTH SYSTEM, INC.IN · 453864076-003 | TRANSAMERICA RETIREMENT SOLUTIONS | $603M |
SAMUEL, SON & CO. (USA) INC.IL · 061251791-003 | MERCER | $193M |
TAYLOR MADE GOLF COMPANY, INC.CA · 330831814-440 | GRP FINANCIAL | $183M |
BW NHHC HOLDCO INC., DBA ELARA CARINGTX · 475221330-002 | GRP FINANCIAL | $159M |
TECAN U.S., INC.NC · 561337248-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $117M |
ALLIENT INC. (F/K/A/ ALLIED MOTION TECHNOLOGIES INC.)NY · 840518115-003 | FIDELITY INVESTMENTS INSTITUTIONAL | $106M |
ESHARES, INC. DBA CARTA INC.CA · 455639657-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $101M |
MAKITA USA, INC.CA · 132672211-002 | GRP FINANCIAL | $93M |
ROBERT REISER & COMPANY, INC.MA · 042014453-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $84M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND JOINT BOARD OF TRUSTEESMD · 141595069-001 | $3.3B | 29,607 | $164,578 | 5y | - |
BOARD OF DIRECTORS OF PENTEGRA DEFINED CONTRIBUTION PLANNY · 136321489-333 | $2.3B | 45,161 | $45,397 | 8y | 2 |
THE QUEEN'S HEALTH SYSTEMSHI · 990238120-003 | $2.0B | 11,901 | $92,700 | 7y | 2 |
PAYCHEX RETIREMENT LLCNY · 853275179-001 | $1.8B | 661,036 | $44,231 | 1y | 2 |
UNIVERSITY OF THE PACIFICCA · 941156266-001 | $839M | 4,808 | $41,250 | 5y | - |
ARUP US, INC.CA · 362711213-002 | $723M | 2,408 | $37,000 | 2y | - |
PRINCIPAL LIFE INSURANCE COMPANYIA · 420127290-334 | $651M | 163,954 | $41,473 | 2y | 2 |
AMHERST COLLEGE TRUSTEESMA · 042103542-001 | $636M | 4,139 | $22,750 | 10y | - |
SMITH COLLEGEMA · 041843040-002 | $629M | 3,845 | $15,000 | 7y | - |
ESSENTIAL UTILITIES, INC.PA · 231702594-005 | $624M | 4,094 | $86,770 | 3y | 2 |
Flag exposure
80.6%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (94)
Raw Schedule C names collapsed into GLOBAL RETIREMENT PARTNERS LLC.
- FERMATA 401K LLC
- FERMATA 401K, LLC
- G14111LOBAL RETIREMENT PARTNERS LLC
- GLOABL RETIREMENT PARTNERS LLC
- GLOAL RETIREMENT PARTNERS
- GLOBABL RETIREMENT PARTNERS, LLC
- GLOBAL REIREMENT PANTERS LLC
- GLOBAL REIREMNT PARTNERSLLC
- GLOBAL REITREMENT PARTNE
- GLOBAL REITREMENTY PARTNERS LLC
- GLOBAL RERIREMENT PARTNERS
- GLOBAL RET PARNTERS, LLC
- GLOBAL RET PARTNERS
- GLOBAL RET PARTNERS LLC
- GLOBAL RET. PARTNER LLC
- GLOBAL RET. PARTNERS LLC
- GLOBAL RET8IREMENT PARTNERS LLC
- GLOBAL RETIRE. PARTNERS
- GLOBAL RETIREE PARTNERS, LLC
- GLOBAL RETIREMENT
- GLOBAL RETIREMENT PAARTNERS, LLC
- GLOBAL RETIREMENT PARNERS
- GLOBAL RETIREMENT PARNERS LLC
- GLOBAL RETIREMENT PARNTERS
- GLOBAL RETIREMENT PARNTERS LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for GLOBAL RETIREMENT PARTNERS LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 55 | 2.77% | 7.76% | -4.99 pp |
| Fidelity bond gap | 84 | 4.24% | 26.94% | -22.70 pp |
| Late contributions | 468 | 23.61% | 1.71% | +21.90 pp |
| Failed to provide benefit | 31 | 1.56% | 0.14% | +1.43 pp |
| Corrective distributions | 471 | 23.76% | 1.76% | +22.01 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with GLOBAL RETIREMENT PARTNERS LLC. Compare to the incumbent market share (3.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-3.0 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).