Filings through .
5 of 17 flags tripped on the 2025 filing.
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
High cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 7 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
6 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$9K in admin expenses, $9 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS.LLC. Service code 28 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 Investment Management | $8,209 |
NPPG1 year Service code 15 494 SYCAMORE AVENUE, SUITE 100 · SHREWSBURY, NJ 07702 Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
3 contacts
7 filings · 2018 to 2025