Plan Snapshot
- Plan Sponsor: Global Strategy Group, LLC
- Sponsor EIN: 200159660
- Sponsor Address: 215 PARK AVENUE SOUTH 15TH FL, NEW YORK, NY, 100030000
- Plan Type: 401(k)
- Total Participants: 156
- Total Assets: $19.1M
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 | 156 | $19.1M | $477,664 | $1.6M |
| 2023 | 124 | $16.8M | $451,087 | $1.6M |
| 2022 | 142 | $12.5M | $347,484 | $1.4M |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | $11,900 | — | $11,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,900
- 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 | $82,344 | $35,983 | — | $11,900 | — |
| 2023 | $51,014 | $30,250 | — | $11,200 | — |
| 2022 | $41,417 | $1,156 | — | — | — |