# Global Information Systems, LLC 401(k) Plan
Source: https://planprovider.pro/companies/global-information-systems-llc-401k-plan

> Global Information Systems, LLC's 401(k) plan: 109 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Global Information Systems, LLC

- **Sponsor EIN:** 454373758

- **Sponsor Address:** 2663 REGENCY ROAD, LEXINGTON, KY, 40503

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

- **Total Participants:** 109

- **Total Assets:** $8.3M

## 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|109|$8.3M|$178,258|$562,718|

| 2023|95|$7.3M|$173,676|$534,388|

| 2022|117|$6.1M|$184,127|$515,229|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$24,440|—|$24,440|

| LPL FINANCIAL CORPORATION|BROKER|—|$11,835|$11,835|

| OSAIC FS INC|BROKER|—|$11,267|$11,267|

| MONROE SHINE & CO., INC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [LPL FINANCIAL CORPORATION](https://planprovider.pro/provider/equitable) — BROKER

- [OSAIC FS INC](https://planprovider.pro/provider/lincoln-financial-group) — BROKER

- [MONROE SHINE & CO., INC.](https://planprovider.pro/provider/monroe-shine-and-co-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,542

- **Estimated Expense Ratio:** 0.573% 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|$26,965|$1,557|$968|—|—|

| 2023|$26,433|$1,332|$1,190|—|—|

| 2022|$23,874|$1,214|$20,840|—|$1,820|

## Similar Plans

- [Verisys Corporation](https://planprovider.pro/companies/verisys-corporation-401k-plan) — 537 participants

- [Centric Consulting, LLC](https://planprovider.pro/companies/centric-consulting-llc-plan-001) — 703 participants

- [Confluent Health, LLC](https://planprovider.pro/companies/confluent-health-llc-401k-plan) — 7,686 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/global-information-systems-llc-401k-plan)

© 2026 PlanProvider.Pro