Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $56,524 |
PAYCHEX, INC.11+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,261 |
16 funds of $250K or more; 23 lines in all, holding $17.0M of the plan's $17.1M. From the 2025 filing. Recordkeeper: Paychex.
Target-date series: T. Rowe Price Retirement, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $7.6M | 44.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.7M | 15.8% |
| JPMorgan US Equity Fun Class L JPMorgan · Mutual fund | $1.1M | 6.4% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $1.0M | 6.1% |
| American Century Ultra Inv American Century · Other | $775K | 4.6% |
| Vanguard Mid Cap Index Adml Vanguard · Mutual fund Index | $736K | 4.3% |
| T. Rowe Price Global Growth Stock Fund-I Class T. Rowe Price · Mutual fund | $614K | 3.6% |
| PIMCO Stocksplus Intl I2 PIMCO (Allianz) · Mutual fund | $536K | 3.2% |
| Vanguard European Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $358K | 2.1% |
| Vanguard Small Cap Index Adml Vanguard · Mutual fund Index | $213K | 1.3% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedJPMorgan U.S. Applied Data Science Value Fund | $422K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.