# Global Overview LLC 401(k) Plan
Source: https://planprovider.pro/companies/global-overview-llc-401k-plan

> Global Overview LLC's 401(k) plan: 131 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Global Overview LLC

- **Sponsor EIN:** 371748694

- **Sponsor Address:** 10900 WAYZATA BLVD., SUITE 600, MINNETONKA, MN, 55305

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

- **Total Participants:** 131

- **Total Assets:** $5.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|131|$5.5M|$426,283|$913,098|

| 2023|123|$4.0M|$373,637|$733,583|

| 2022|133|$2.3M|$292,566|$616,242|

## 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|

| MAHONEY ULBRICH CHRISTIANSEN & RUSS|Auditor|—|—|$0|

## 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|$2,164|—|$2,164|—|—|

| 2023|$3,659|—|$3,659|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [The Moscoe Group, INC.](https://planprovider.pro/companies/the-moscoe-group-inc-plan) — 131 participants

- [Meagher & Geer, P.L.L.P.](https://planprovider.pro/companies/meagher-geer-p-l-l-p-plan-003) — 130 participants

- [Fish & Richardson, P.C.](https://planprovider.pro/companies/fish-richardson-p-c-plan-004) — 133 participants

- [Moss & Barnett, A Professional Association](https://planprovider.pro/companies/moss-barnett-a-professional-association-plan-001) — 141 participants

- [Larkin Hoffman Daly & Lindgren Ltd](https://planprovider.pro/companies/larkin-hoffman-daly-lindgren-ltd-401k-plan) — 156 participants

- [Hellmuth & Johnson, PLLC](https://planprovider.pro/companies/hellmuth-johnson-pllc-401k-plan) — 105 participants

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

© 2026 PlanProvider.Pro