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| Provider | Service type | Compensation |
|---|---|---|
UNITED 401(K)3 years Service code 14 · EIN 20-5321813 | Plan Administrator | $1,215,773 |
Filed as: GLOBAL RETIREMENT PARTNERS,LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $294,662 |
28 funds of $250K or more; 34 lines in all, holding $135M of the plan's $142M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $15.1M | 11.1% |
| Fidelity Fredm Index 45 Premr Fidelity (FMR) · Mutual fund Index | $14.9M | 11.0% |
| Fidelity Fredm Index 40 Premr Fidelity (FMR) · Mutual fund Index | $14.1M | 10.4% |
| Fidelity Fredm Index 50 Premr Fidelity (FMR) · Mutual fund Index | $12.9M | 9.5% |
| Fidelity Fredm Index 55 Premr Fidelity (FMR) · Mutual fund Index | $11.8M | 8.7% |
| Fidelity Fredm Index 35 Premr Fidelity (FMR) · Mutual fund Index | $9.6M | 7.1% |
| Fidelity Fredm Index 2060 Premier Fidelity (FMR) · Mutual fund Index | $9.2M | 6.8% |
| Fidelity Fredm Index 30 Premr Fidelity (FMR) · Mutual fund Index | $7.9M | 5.8% |
| Fidelity Fredm Index 25 Premr Fidelity (FMR) · Mutual fund Index | $7.0M | 5.2% |
| T. Rowe Price Large-Cap Growth Fund-I Class T. Rowe Price · Mutual fund | $4.0M | 3.0% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.