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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $33,592 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,074 |
11 funds of $250K or more; 18 lines in all, holding $10.0M of the plan's $10.2M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $7.6M | 75.8% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $411K | 4.1% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $389K | 3.9% |
| Morley Stable Value Fund Principal · Stable value Stable value | $380K | 3.8% |
| Vanguard U.S. Growth Fund Investor Shares Vanguard · Mutual fund Recordkeeper's own fund | $185K | 1.8% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $129K | 1.3% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $126K | 1.3% |
| Vanguard Developed Markets Index Fund Investor Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $116K | 1.2% |
| Eupac Fund Capital Group · Mutual fund | $111K | 1.1% |
| Ascensus Trust Company Vanguard · Collective trust Recordkeeper's own fund | $101K | 1.0% |
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 61,314 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.