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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,747 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $17,074 |
9 funds of $250K or more; 13 lines in all, holding $9.9M of the plan's $10.0M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Nuveen Lifecycle Index, mutual fund, 92% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 9 vintages | $8.9M | 89.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $655K | 6.6% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Collective trust Target-date, 1 vintage | $240K | 2.4% |
| JPMorgan U.S. Government Money Market Fund JPMorgan · Money market | $41K | 0.4% |
| Putnam Large Cap Value Trust Franklin Templeton · Collective trust | $18K | 0.2% |
| Vanguard Mid-Cap Value Index Fund Vanguard · Mutual fund Index | $12K | 0.1% |
| U.S. Small Cap Growth Portfolio Dimensional · Mutual fund | $12K | 0.1% |
| JP Morgan Large Growth Fund JPMorgan · Mutual fund | $11K | 0.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $9K | <0.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $6K | <0.1% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.