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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $17,209 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,840 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
10 funds of $250K or more; 27 lines in all, holding $7.0M of the plan's $7.0M. From the 2024 filing. Recordkeeper: Global Retirement Partners.
Target-date series: T. Rowe Price Retirement, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 7 vintages | $1.4M | 20.6% |
| iShares S&P 500 Index A BlackRock · ETF Index | $1.3M | 18.3% |
| Collateral, Value Cost Value Rowe Price Manager not matched · Other | $546K | 7.8% |
| Victory Established Value R Victory Capital · Mutual fund | $384K | 5.5% |
| Federated Cap Preservation Federated Hermes · Collective trust | $372K | 5.3% |
| Columbia Dividend Income Fund Class R Ameriprise (Columbia Threadneedle) · Mutual fund | $310K | 4.4% |
| Blk Mid Cap Gr Eqty Prt - Svc BlackRock · Mutual fund Possible retail class Service | $272K | 3.9% |
| Putnam Large CAP Value Fund Class R Shares Franklin Templeton · Mutual fund | $255K | 3.6% |
| Alger Capital Appreciation Fund Class A Manager not matched · Mutual fund Possible retail class A | $251K | 3.6% |
| Janus Henderson Triton Fund Class A Janus Henderson · Mutual fund Possible retail class A | $207K | 3.0% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.