Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $19,242 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,610 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
8 funds of $250K or more; 14 lines in all, holding $8.7M of the plan's $8.9M. From the 2025 filing. Recordkeeper: Global Retirement Partners.
Target-date series: BlackRock LifePath Index, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $6.1M | 70.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 14.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $353K | 4.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $263K | 3.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $244K | 2.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $115K | 1.3% |
| American Mutual Fund R6 Capital Group · Mutual fund | $98K | 1.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $71K | 0.8% |
| Columbia Col Sel Mid Cap Value I2 Ameriprise (Columbia Threadneedle) · Mutual fund | $63K | 0.7% |
| MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund | $41K | 0.5% |
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.
The auditor signed off without reservation. This is the cleanest opinion.