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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,696 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $7,459 |
9 funds of $250K or more; 11 lines in all, holding $6.3M of the plan's $6.4M. From the 2025 filing. Recordkeeper: Vanguard.
Target-date series: Vanguard Target Retirement, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $5.2M | 82.9% |
| Money Market Fund Vanguard Vanguard · Money market Recordkeeper's own fund | $280K | 4.4% |
| Cost value Mutual funds Manager not matched · Mutual fund | $231K | 3.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $165K | 2.6% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $129K | 2.0% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund Recordkeeper's own fund | $111K | 1.8% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $103K | 1.6% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $31K | 0.5% |
| Neuberger Genesis Fund Class R6 Neuberger Berman · Mutual fund | $19K | 0.3% |
| Vanguard Ftse All-World ex-US Index Fund Admiral Shares Vanguard · Mutual fund IndexRecordkeeper's own fund | $13K | 0.2% |
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.
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.