Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Global Retirement Partners LLC
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Global Retirement Partners LLC is named as a service provider on the Schedule C of 1,920 retirement plans with 100 or more participants for plan year 2024, covering 1,906,027 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $65.6M. Per plan, the median was $67.77 per participant, with the middle half of plans between $34.24 and $116. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (278), Massachusetts (185) and Pennsylvania (127).
In 2014 it appeared on 10 such filings; in 2024, 1,939. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $34.24 | $67.77 | $116 |
| Compensation as a share of plan net assets | 0.08% | 0.15% | 0.23% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Principal Ease 401(k) Plan | Principal Life Insurance Company | IA | 163,954 | $651M | $42K |
| Gardaworld Security Services U.S. 401(k) Plan | Whelan Security Management Company Inc. | MO | 57,757 | $25.6M | $27K |
| Isolved 401-K Plan | Plan Professionals, LLC | NJ | 51,743 | $465M | $386K |
| Pentegra Defined Contribution Plan for Financial Institutions | Board of Directors of Pentegra Defined Contribution Plan | NY | 45,161 | $2.26B | $45K |
| One Elara Retirement Plan | BW NHHC Holdco Inc., DBA Elara Caring | TX | 33,307 | $186M | $37K |
| Sprinkler Industry Supplemental Pension Fund | Sprinkler Industry Supplemental Pension Fund Joint Board of Trustees | MD | 29,607 | $2.94B | $165K |
| West Valley Staffing Group 401(k) Plan | West Valley Engineering, Inc. | CA | 28,008 | $7.0M | $20K |
| Akima, LLC 401(k) Plan | Akima, LLC | VA | 14,087 | $555M | $284K |
| Doordash 401(k) Plan | Doordash, Inc. | CA | 13,151 | $439M | $213K |
| House Works LLC 401(k) Plan | House Works LLC | MA | 11,951 | $7.2M | $40K |
| The Queen's Health Systems Retirement Savings Plan | The Queen's Health Systems | HI | 11,901 | $1.95B | $93K |
| Bronx Center Healthcare Systems 401(k) Plan | Bronx Center for Rehabilitation & Healthcare | NY | 11,576 | $77.1M | $69K |
| Sunrun Inc. 401(k) Plan | Sunrun Inc. | CA | 11,426 | $366M | $74K |
| Atria Senior Living, Inc. 401(k) Plan | Atria Senior Living, Inc. | KY | 10,489 | $166M | $25K |
| Churchill Downs Incorporated 401(k) Retirement Plan | Churchill Downs Incorporated | KY | 10,219 | $210M | $14K |
| Crescent Hotels & Resorts 401(k) Plan | Crescent Hotels & Resorts LLC | VA | 10,097 | $102M | $75K |
| Asm Global Retirement & Savings Plan | Asm Global | PA | 9,937 | $337M | $39K |
| Resource Management, Inc. 401(k) Plan | Resource Management, Inc. | UT | 9,893 | $297M | $427K |
| Pea(k) Utah's Pooled Employer 401(k) Plan | United 401(k) Plans, Inc. DBA | UT | 9,619 | $142M | $295K |
| Extra Space Management, Inc. 401(k) Plan | Extra Space Management, Inc. | UT | 9,590 | $168M | $68K |
| Oneoncology, LLC Onerewards Retirement Plan | Oneoncology, LLC | TN | 9,556 | $585M | $382K |
| Sportsman's Warehouse 401(k) Savings Plan Plan | Sportsman's Warehouse Holdings, Inc. | UT | 9,461 | $37.4M | $66K |
| Crosscountry Mortgage 401(k) Retirement Savings Plan | Crosscountry Mortgage, LLC | OH | 9,060 | $340M | $64K |
| Rehab Employee Services 401(k) Plan | Rehab Employee Services, LLC | AL | 8,884 | $209M | $154K |
| Healthpro-Heritage 401(k) Plan | Health Pro Management Services, LLC | MD | 8,548 | $162M | $50K |
| Associa, Inc. 401(k) Plan | Associations, Inc. | TX | 8,516 | $130M | $52K |
| Eat'n Park Hospitality Group 401(k) Retirement Plan | Eat'n Park Hospitality Group | PA | 8,266 | $90.2M | $60K |
| Baker Companies 401(k) Plan | Baker Construction Enterprises Inc. | OH | 8,004 | $181M | $29K |
| Cavco Industries, Inc. 401(k) Plan | Cavco Industries, Inc. | AZ | 7,499 | $182M | $34K |
| Torrid 401(k) Plan | Torrid LLC | CA | 6,304 | $29.2M | $20K |
| Hot Topic 401(k) Plan | Hot Topic, Inc. | CA | 6,168 | $41.9M | $35K |
| The Talbots Retirement Savings 401(k) Plan | The Talbots LLC | MA | 6,140 | $237M | $104K |
| Webber, LLC 401(k) Savings Plan | Webber, LLC. | TX | 6,074 | $189M | $99K |
| Lettuce Entertain You Employee Savings Plan | Lettuce Entertain You Enterprises, Inc. | IL | 6,013 | $66.7M | $67K |
| The Cheesecake Factory Incorporated 401(k) Plan | The Cheesecake Factory Incorporated | CA | 5,907 | $96.9M | $40K |
| Mission BBQ 401(k) Plan | Mission BBQ Management, LLC | MD | 5,690 | $3.2M | $9,892 |
| Tcwglobal 401(k) Plan | Wmbe Payrolling Inc. | CA | 5,672 | $25.9M | $21K |
| City Electric Supply Employee Savings Plan | City Electric Supply Company | TX | 5,647 | $159M | $11K |
| Natera 401(k) Plan | Natera | CA | 5,535 | $301M | $116K |
| Firstsource 401(k) Retirement Plan | Firstsource Group U.S.A., Inc. | KY | 5,410 | $73.8M | $57K |
Questions and answers
How many plans does Global Retirement Partners LLC serve?
1,920 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Global Retirement Partners LLC?
The median plan reported $67.77 per participant in direct and indirect compensation (1,909 plans reporting an amount), or 0.15% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (1,375 plans), Other services (170 plans), Recordkeeping and information management (164 plans) and Trustee (bank, trust company, or similar financial institution) (160 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.