Plan Snapshot
- Plan Sponsor: Global Financial Services, LLC
- Sponsor EIN: 760454974
- Sponsor Address: 1330 POST OAK BLVD, HOUSTON, TX, 77056
- Plan Type: 401(k)
- Total Participants: 26
- Total Assets: $8.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 26 | $8.6M | $119,043 | $384,631 |
| 2023 | 26 | $8.8M | $88,922 | $341,992 |
| 2022 | 26 | $7.7M | $113,291 | $416,410 |