Filings through .
2 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$34K in admin expenses, $166 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 17 lines in all, holding $7.0M of the plan's $7.2M. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $5.2M | 74.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $709K | 10.1% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $281K | 4.0% |
| MetLife Stable Value Fund MetLife · Stable value Stable value | $200K | 2.9% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $178K | 2.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $105K | 1.5% |
| e) Mutual Funds American Funds Americ Capital Group · Mutual fund | $85K | 1.2% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $83K | 1.2% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $75K | 1.1% |
| MFS International Diversifcn R6 MFS (Sun Life) · Mutual fund | $33K | 0.5% |
7 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $49 a month.
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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 Recordkeeping | $18,577 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 Advisory (Plan) | $15,048 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025