Filings through .
Filed April 7, 2021
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Total covered: 41 employees
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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) | $22,010 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,293 |
26 funds of $250K or more; 19 lines in all, holding $30.5M of the plan's $30.9M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $9.4M | 30.7% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $5.9M | 19.2% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $3.5M | 11.4% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.9M | 6.3% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.9M | 6.3% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $1.3M | 4.3% |
| U.S. Targeted Value Portfolio Dimensional · Mutual fund | $1.1M | 3.7% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $929K | 3.0% |
| Vanguard Windsor Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $808K | 2.6% |
| Columbia Total Return Bond Fund I3 Ameriprise (Columbia Threadneedle) · Mutual fund | $776K | 2.5% |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.