Filings through .
Filed April 13, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL FINANCIAL PARTNERS Service code 26 8300 GREENSBORO DR SUITE 700 · MCLEAN, VA 22102 | Advisory (Participants) | $30,812 |
BENEFIT PLANS ADMIN SERVICES, INC.11+ years Filed as: BENEFIT PLAN ADMIN SERVICES Service code 17 · EIN 16-1503696 6 RHOADS DRIVE, STE. 7 · UTICA, NY 13502 | Pension Consulting | $24,627 |
18 funds of $250K or more; 15 lines in all, holding $15.2M of the plan's $15.7M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $4.0M | 26.4% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $2.0M | 13.5% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $1.4M | 9.0% |
| Principal MidCap R6 Principal · Mutual fund | $1.2M | 7.9% |
| Janus Henderson Balanced Fund Janus Henderson · Mutual fund | $955K | 6.3% |
| American Funds EuroPacific R6 Capital Group · Mutual fund | $906K | 6.0% |
| American Perspective R6 Capital Group · Mutual fund | $841K | 5.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $815K | 5.4% |
| Nomura Mid Cap Income Opportunities Fund Class I N/R Manager not matched · Mutual fund | $679K | 4.5% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $617K | 4.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.