Filings through .
Filed September 1, 2010 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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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) | $26,149 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,286 |
18 funds of $250K or more; 16 lines in all, holding $13.8M of the plan's $14.4M. From the 2024 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $6.1M | 44.4% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $1.4M | 9.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $1.2M | 8.4% |
| Cap Odyssey Aggressive Growth Fund Manager not matched · Mutual fund | $810K | 5.9% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $688K | 5.0% |
| Dodge & Cox International Stock Fund Class I Dodge & Cox · Mutual fund | $682K | 4.9% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $653K | 4.7% |
| Vanguard Star Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $502K | 3.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $428K | 3.1% |
| Invesco International Small-Mid Company Fund Class Y Invesco · Mutual fund | $367K | 2.7% |
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 signed off without reservation. This is the cleanest opinion.