Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC10+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $23,391 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,045 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
15 funds of $250K or more; 19 lines in all, holding $12.5M of the plan's $12.5M. From the 2025 filing. Recordkeeper: Global Retirement Partners.
Target-date series: T. Rowe Price Retirement, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $7.2M | 57.8% |
| FID 500 IND Fidelity (FMR) · Other | $940K | 7.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $628K | 5.0% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $446K | 3.6% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $385K | 3.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $363K | 2.9% |
| MET SV Solutions J Manager not matched · Other | $281K | 2.3% |
| Franklin Small CAP Value Fund Class A Franklin Templeton · Mutual fund Possible retail class A | $262K | 2.1% |
| Bnym NAT RES A BNY · Other | $258K | 2.1% |
| MFS International Intrinsic Equity Fund R6 MFS (Sun Life) · Mutual fund | $244K | 2.0% |
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.