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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) | $24,403 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 15 455 DEVON PARK DRIVE · WAYNE, PA 19087 | Recordkeeping | $4,720 |
7 funds of $250K or more; 21 lines in all, holding $4.6M of the plan's $4.6M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Nuveen Lifecycle Index, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $3.2M | 70.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $509K | 11.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $162K | 3.5% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $130K | 2.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $118K | 2.6% |
| Calvert Bond Fund Class R6 Morgan Stanley · Mutual fund | $104K | 2.3% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $75K | 1.6% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $39K | 0.8% |
| Neuberger Large Cap Value Fund Class R6 Neuberger Berman · Mutual fund | $33K | 0.7% |
| Massachusetts Investors Growth Stock Fund R6 MFS (Sun Life) · Mutual fund | $32K | 0.7% |
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.