Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Free for 7 days, then $49 a month.
$22K in admin expenses, $143 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 15 lines in all, holding $7.8M of the plan's $8.0M. Recordkeeper: Global Retirement Partners.
Target-date series: John Hancock Lifetime Blend, mutual fund, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend Manager not matched · Mutual fund Target-date, 12 vintages | $6.7M | 86.1% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $459K | 5.9% |
| FID ADV Grwth Opps - Z Fidelity (FMR) · Other | $299K | 3.8% |
| VAN Strategic Equity - INV Vanguard · Other | $98K | 1.3% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $97K | 1.2% |
| U.S. Small Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $32K | 0.4% |
| Cohen & Steers Institutional Realty Shares Cohen & Steers · Mutual fund | $27K | 0.4% |
| Attachment to 2025 Form Manager not matched · Other | $22K | 0.3% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $18K | 0.2% |
| Als Real Return R6 Manager not matched · Mutual fund | $10K | 0.1% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
5 more lines in this lineup are on Pro. Free for 7 days, then $49 a month.
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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 Recordkeeping | $18,158 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $3,898 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025