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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $41,761 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,355 |
12 funds of $250K or more; 25 lines in all, holding $11.6M of the plan's $11.8M. From the 2025 filing. Recordkeeper: Global Retirement Partners.
Target-date series: T. Rowe Price Retirement, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $7.0M | 59.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $834K | 7.2% |
| Vanguard Info Tech Index Admiral Vanguard · Mutual fund Index | $482K | 4.1% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $419K | 3.6% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $366K | 3.1% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $247K | 2.1% |
| JPMorgan U.S. Small Company Fund Class R6 JPMorgan · Mutual fund | $232K | 2.0% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund | $224K | 1.9% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $197K | 1.7% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $193K | 1.7% |
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 60,908 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.