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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $15,215 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,884 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
16 funds of $250K or more; 19 lines in all, holding $13.1M of the plan's $13.3M. From the 2024 filing. Recordkeeper: Global Retirement Partners.
Target-date series: T. Rowe Price Retirement, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $7.2M | 54.9% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $1.3M | 10.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund | $697K | 5.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $685K | 5.2% |
| Columbia Dividend Income Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund | $445K | 3.4% |
| Collateral, Value Cost Value Fidelity Mid Manager not matched · Other | $431K | 3.3% |
| Rowe Price Retire 2020 - Ad Manager not matched · Mutual fund | $413K | 3.1% |
| Trowe Price Allcap Opps Adv T. Rowe Price · Mutual fund | $398K | 3.0% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $309K | 2.4% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $185K | 1.4% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.