# Global Atlantic Financial Company 401(k) Plan
Source: https://planprovider.pro/companies/global-atlantic-financial-company-401k-plan

> Global Atlantic Financial Company's 401(k) plan: 1,624 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Global Atlantic Financial Company

- **Sponsor EIN:** 900928452

- **Sponsor Address:** 30 HUDSON YARDS, NEW YORK, NY, 10001

- **Plan Type:** 401(k)

- **Total Participants:** 1,624

- **Total Assets:** $337.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,624|$337.1M|$15.4M|$24.2M|

| 2023|1,567|$279.5M|$13.5M|$21.7M|

| 2022|1,356|$214.8M|$11.4M|$18.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$109,997|—|$109,997|

| STRATEGIC ADVISORS, INC.|ADVISOR|$97,379|—|$97,379|

| DELOITTE & TOUCHE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [DELOITTE & TOUCHE LLP](https://planprovider.pro/provider/deloitte-and-touche-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $207,376

- **Estimated Expense Ratio:** 0.062% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$207,376|$97,379|—|—|—|

| 2023|$185,564|$92,808|$900|—|—|

| 2022|$190,094|$86,367|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/global-atlantic-financial-company-401k-plan)

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