Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC10+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $28,834 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,569 |
ADP BROKER-DEALER11+ years Filed as: ADP BROKER DEALER Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
ADP BROKER-DEALER11+ years Service code 59 | Shareholder Servicing | $0 |
6 funds of $250K or more; 25 lines in all, holding $6.7M of the plan's $6.8M. From the 2025 filing. Recordkeeper: Global Retirement Partners.
Target-date series: Vanguard Target Retirement, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $5.4M | 80.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $306K | 4.6% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund | $149K | 2.2% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund | $133K | 2.0% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund | $83K | 1.2% |
| Vanguard Intermediate-Term Bond Index Fund Investor Shares Vanguard · Mutual fund Index | $81K | 1.2% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $77K | 1.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $68K | 1.0% |
| Reliance MetLife Stable Value MetLife · Insurance contract | $63K | 0.9% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $57K | 0.9% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard 500 Index Fund Admiral Shares | $306K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.