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| Provider | Service type | Compensation |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 99 · EIN 47-1411118 | Other Fees | $6,888 |
VOYA FINANCIAL ADVISORS INC1+ years Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,007 |
3 funds of $250K or more; 18 lines in all, holding $2.9M of the plan's $3.0M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $2.3M | 78.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $194K | 6.6% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $93K | 3.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $63K | 2.1% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $55K | 1.9% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $45K | 1.5% |
| Voya Large Cap Value Port R6 Voya · Mutual fund | $43K | 1.5% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $33K | 1.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $29K | 1.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $24K | 0.8% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.