# Global Strategy Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/global-strategy-group-llc-401k-plan

> Global Strategy Group, LLC's 401(k) plan: 156 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|—|

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