Plans listing this provider
564
1.00% of the 56,420 plans with Schedule H financials; 536 in 2023
Providers › Global Retirement Partners LLC
Global Retirement Partners LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $18,464,699
Assets of those plans
$20,687,320,709
0.27% of all Schedule H plan assets
Plans where it is the recordkeeper
4
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$18,464,699
99% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 514 |
| 50 | Direct payment from the plan | 70 |
| 99 | Other fees | 27 |
| 16 | Consulting (general) | 15 |
| 33 | Securities brokerage | 14 |
| 26 | Investment advisory (participants) | 12 |
| 51 | Investment management fees paid directly by plan | 5 |
| 64 | Recordkeeping fees | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Pentegra Defined Contribution Plan for Financial Institutions | Board of Directors of Pentegra Defined Contribution Plan | $2,261,117,387 | 21,969 | $45,397 |
| Empire Retirement Savings Plan | Empire Southwest | $487,337,233 | 4,858 | $8,315 |
| The Spirent Communications 401(k) Plan | Spirent Communications | $449,652,079 | 1,414 | $34,069 |
| Sunrun Inc. 401(k) Plan | Sunrun | $366,271,468 | 105 | $74,000 |
| Bryant University 403(b) Retirement Plan | Bryant University | $318,178,214 | 1,555 | $17,625 |
| Musculoskeletal Transplant Foundation 401(k) Profit Sharing Plan | Musculoskeletal Transplant Foundation | $239,550,014 | 1,624 | $80,000 |
| The Talbots Retirement Savings 401(k) Plan | Talbots | $236,646,397 | 4,226 | $103,780 |
| Applied Medical Resources Corporation 401(k) Plan | Applied Medical Resources | $226,650,789 | 4,485 | $37,567 |
| Rehab Employee Services 401(k) Plan | Rehab Employee Services | $208,568,597 | 5,428 | $153,715 |
| Fedway Associates, Inc. 401(k) Employee Savings Plan | Fedway Associates | $188,534,816 | 805 | $95,000 |
| CVB Financial Corp. 401(k) & Profit Sharing Plan | Citizens Business Bank | $187,309,169 | 1,371 | $38,719 |
| Cyberark Software, Inc. 401(k) Plan | Cyberark Software | $186,053,351 | 1,349 | $128,287 |
| Cavco Industries, Inc. 401(k) Plan | Cavco Industries | $181,821,664 | 7,172 | $33,999 |
| Hinckley, Allen & Snyder LLP Retirement Savings Plan | Hinckley Allen & Snyder | $177,551,764 | 424 | $60,000 |
| Bracco Diagnostics Savings & Investment Program | Bracco Diagnostics | $171,353,172 | 481 | $58,438 |
| Armstrong 401(k) Plan | Armstrong Holdings | $168,443,099 | 1,947 | $30,615 |
| Deckers Outdoor Corporation 401(k) Plan | Deckers Outdoor | $168,336,995 | 2,744 | $39,000 |
| Hunter Engineering Company 401(k) Plan | Hunter Engineering | $164,638,870 | 1,491 | $125,206 |
| Health Catalyst, Inc. 401(k) Plan | Health Catalyst | $158,680,574 | 1,642 | $60,000 |
| Unitil Corporation Tax Deferred Savings and Investment Plan | Unitil | $156,232,052 | 725 | $60,000 |
| Interior Logic Group 401(k) Plan | Interior Logic Group Holdings IV | $153,777,915 | 5,092 | $144,611 |
| Aspen HR PEO LLC Retirement Savings Plan | Aspen HR PEO | $148,619,386 | 3,769 | $27,762 |
| American Petroleum Institute 401(k) Defined Contribution Plan | American Petroleum Institute | $138,498,063 | 497 | $55,000 |
| Hardesty & Hanover Employees' 401(k) Profit Sharing Plan | Hardesty & Hanover Holding | $138,458,057 | 662 | $111,803 |
| Enstar (US) Inc. 401(k) Planrecordkeeper | Enstar (US) | $133,963,083 | 663 | $35,000 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.