Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 4340 REDWOOD HIGHWAY, STE B-30 · SAN RAFAEL, CA 94903 | Other Fees | $45,000 |
THE VANGUARD GROUP, INC.4 years Service code 99 · EIN 23-1945930 | Other Fees | $26,610 |
32 funds of $250K or more; 24 lines in all, holding $65.9M of the plan's $66.1M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $42.5M | 64.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.4M | 9.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.9M | 4.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.2M | 3.3% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 1.8% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 1.7% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $933K | 1.4% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $869K | 1.3% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $815K | 1.2% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $743K | 1.1% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.