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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $74,026 |
ZABARSKY & ASSOCIATES, LLC5 years Service code 15 · EIN 82-0560553 | Recordkeeping | $25,552 |
Service code 27 | Advisory (Plan) | $22,349 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $0 |
11 funds of $250K or more; 16 lines in all, holding $9.3M of the plan's $9.3M. From the 2025 filing. Recordkeeper: Zabarsky & Associates.
Target-date series: American Funds Target Date, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $6.8M | 73.4% |
| Principal Guaranteed Option Principal · Insurance contract | $607K | 6.5% |
| iShares Total U.S. Stock Market Index Fund BlackRock · ETF Index | $511K | 5.5% |
| T. Rowe Price Large-Cap Growth Fund T. Rowe Price · Mutual fund | $503K | 5.4% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $237K | 2.6% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $170K | 1.8% |
| iShares MSCI Total International Index Fund BlackRock · ETF Index | $142K | 1.5% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $115K | 1.2% |
| Bond Fund OF America Capital Group · Mutual fund | $63K | 0.7% |
| Blackrock Emerging Markets Fund, Inc. BlackRock · Mutual fund | $48K | 0.5% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.