Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $39,584 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,964 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
19 funds of $250K or more; 29 lines in all, holding $19.3M of the plan's $19.5M. From the 2025 filing. Recordkeeper: Global Retirement Partners.
Target-date series: T. Rowe Price Retirement, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $9.7M | 50.0% |
| State ST Equity 500 Index A Manager not matched · Mutual fund IndexPossible retail class A | $2.3M | 12.0% |
| Columbia Global Tech Growth I Ameriprise (Columbia Threadneedle) · Mutual fund | $1.3M | 6.6% |
| JPM LRG CP Gwth R3 JPMorgan · Other | $1.2M | 6.0% |
| NAA Smid CAP Value A Manager not matched · Other | $917K | 4.7% |
| Janus Henderson Enterprise Fund Class S Janus Henderson · Mutual fund | $497K | 2.6% |
| FID ADV Small CAP Value I Fidelity (FMR) · Other | $443K | 2.3% |
| T Rowe Price Financial Service T. Rowe Price · Mutual fund Possible retail class Service | $427K | 2.2% |
| American Balanced Fund Class R-4 Capital Group · Mutual fund | $334K | 1.7% |
| NEW Perspective Fund Class R-4 Capital Group · Mutual fund | $317K | 1.6% |
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.