Filings through .
2 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$85K in admin expenses, $295 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more, counting each target-date vintage; shown as 17 lines, holding $45.0M of the plan's $46.7M. Recordkeeper: Global Retirement Partners.
Target-date series: Vanguard Target Retirement, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $28.0M | 62.2% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $7.9M | 17.6% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $1.7M | 3.7% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.5M | 3.3% |
| Vanguard International Growth Fund Investor Shares Vanguard · Mutual fund | $1.1M | 2.4% |
| Vanguard Ret Income Vanguard · Mutual fund | $749K | 1.7% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund | $589K | 1.3% |
| Nuveen Quant Small Cap Equity Fund TIAA (Nuveen) · Mutual fund | $564K | 1.3% |
| Schwab Small-Cap Index Fund Charles Schwab · Mutual fund Index | $560K | 1.2% |
| DFA International Value Portfolio Dimensional · Mutual fund | $426K | 0.9% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund, likely replaced 1 fund. Changed share class on 3 funds.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard International Growth Fund Admiral Shares to Vanguard International Growth Fund Investor Shares | $838K to $1.1M |
| DroppedVanguard Tax-Managed Capital Appreciation Fund Admiral Shares | $682K |
| Share class changeVanguard Equity Income Fund Admiral Shares to Vanguard Equity Income Fund Investor Shares | $509K to $589K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 4 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
7 more lines and 2 more changes in this lineup are on Pro. Pro is free for 7 days and then costs $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.
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 Service code 15 · EIN 47-1411118 Recordkeeping | $81,230 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $3,211 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025