Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $16,428 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,123 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
8 funds of $250K or more; 10 lines in all, holding $4.3M of the plan's $4.3M. From the 2025 filing. Recordkeeper: Global Retirement Partners.
Target-date series: Fidelity Freedom Index, mutual fund, 100% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 13 vintages | $4.3M | 99.8% |
| JPMorgan Small Cap Growth Fund Class R6 JPMorgan · Mutual fund | $3K | <0.1% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $3K | <0.1% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market | $835 | <0.1% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $733 | <0.1% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $355 | <0.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $344 | <0.1% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund | $338 | <0.1% |
| T. Rowe Price International Discovery Fund T. Rowe Price · Mutual fund | $268 | <0.1% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $252 | <0.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.