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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $56,296 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,877 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
22 funds of $250K or more; 25 lines in all, holding $15.6M of the plan's $15.9M. From the 2025 filing. Recordkeeper: Global Retirement Partners.
Target-date series: T. Rowe Price Retirement, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintages | $5.7M | 36.6% |
| Principal Lg Cp S&P 500 R5 Principal · Mutual fund Index | $2.3M | 14.7% |
| Ultra Fund Investor Class American Century · Mutual fund | $1.1M | 7.2% |
| Bnym Strategic Value - I BNY · Mutual fund | $585K | 3.7% |
| Vanguard Info Tech Index Admiral Vanguard · Mutual fund Index | $526K | 3.4% |
| Collateral, Value Cost Value Invesco Sta Invesco · Mutual fund | $522K | 3.3% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price · Mutual fund | $465K | 3.0% |
| American Balanced Fund Class R-2 Capital Group · Mutual fund Possible retail class R2 | $460K | 2.9% |
| Fidelity Total Bond Fund Fidelity Advisor Total Bond Fund: Class A Fidelity (FMR) · Mutual fund Possible retail class A | $447K | 2.9% |
| Goldman Sachs Intl Eq Ins Inv Goldman Sachs · Mutual fund | $385K | 2.5% |
Added 3 funds, dropped 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedCollateral, Value Cost Value Invesco Sta | $522K |
| AddedDavis Financial Fund Class Y | $352K |
| Share class changeJPMorgan U.S. Equity Fund Class R2 to JPMorgan U.S. Equity Fund Class R3 | $351K to $316K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 4 renames.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.