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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $22,217 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,026 |
1 fund of $250K or more; 9 lines in all, holding $11.3M of the plan's $11.3M. From the 2024 filing. Recordkeeper: Vanguard.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Vanguard · Mutual fund Recordkeeper's own fund | $10.7M | 94.6% |
| MFS MFS (Sun Life) · Mutual fund | $211K | 1.9% |
| Participant's Loan Account Manager not matched · Other | $197K | 1.7% |
| DFA Dimensional · Mutual fund | $80K | 0.7% |
| Putnam Franklin Templeton · Mutual fund | $53K | 0.5% |
| Principal Blue Principal · Mutual fund | $26K | 0.2% |
| American Century American Century · Other | $22K | 0.2% |
| Attachment to 2024 Form Manager not matched · Other | $22K | 0.2% |
| Cohen & Steers Cohen & Steers · Mutual fund | $337 | <0.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.