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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $50,662 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $30,611 |
15 funds of $250K or more; 11 lines in all, holding $13.8M of the plan's $14.3M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $8.8M | 63.7% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund Possible retail class A | $1.3M | 9.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $944K | 6.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $730K | 5.3% |
| Eupac Fund Class R-6 Capital Group · Mutual fund Possible retail class A | $588K | 4.3% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $462K | 3.3% |
| Vanguard Federal Money Market Fund Vanguard · Money market Recordkeeper's own fund | $390K | 2.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $299K | 2.2% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund Possible retail class ARecordkeeper's own fund | $225K | 1.6% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $83K | 0.6% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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.