Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $58,893 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,887 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
16 funds of $250K or more; 20 lines in all, holding $20.6M of the plan's $21.1M. From the 2025 filing. Recordkeeper: Global Retirement Partners.
Target-date series: T. Rowe Price Retirement, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $15.3M | 74.1% |
| iShares S&P 500 Index A BlackRock · ETF Index | $985K | 4.8% |
| American Century Ultra - INV American Century · Other | $817K | 4.0% |
| JPMorgan U.S. Equity Fund Class A JPMorgan · Mutual fund Possible retail class A | $466K | 2.3% |
| JPMorgan Large Cap Value Fund Class R4 JPMorgan · Mutual fund | $448K | 2.2% |
| MFS Mid Cap Growth Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $436K | 2.1% |
| iShares MSCI EAFE International Index A BlackRock · ETF Index | $432K | 2.1% |
| Federated CAP Preservation - R Federated Hermes · Other | $300K | 1.5% |
| Victory Established Value R Victory Capital · Mutual fund | $265K | 1.3% |
| AMC Small CAP Growth - INV Manager not matched · Other | $214K | 1.0% |
Dropped 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedUltra Fund Investor Class | $780K |
| Share class changeiShares MSCI EAFE International Index Fund to iShares MSCI EAFE International Index A | $321K to $432K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.