Plan Snapshot
- Plan Sponsor: Global Iid Parent, LLC
- Sponsor EIN: 832625432
- Sponsor Address: 500 E DALLAS RD STE 100, GRAPEVINE, TX, 76051
- Plan Type: 401(k)
- Total Participants: 636
- Total Assets: $23.0M
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 | 636 | $23.0M | $722,509 | $2.3M |
| 2023 | 781 | $19.1M | $728,267 | $2.1M |
| 2022 | 801 | $15.1M | $696,425 | $1.9M |
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 |
|---|---|---|---|---|
| ROBERTSON & ROBERTSON PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROBERTSON & ROBERTSON PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $26,052 | — | $26,052 | — | — |
| 2023 | $13,601 | — | $13,601 | — | — |
| 2022 | $10,580 | — | $10,580 | — | — |