Plan Snapshot
- Plan Sponsor: Global Tax Management, INC.
- Sponsor EIN: 232817942
- Sponsor Address: 656 E SWEDESFORD ROAD, WAYNE, PA, 19087
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $50.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 202 | $50.3M | $895,111 | $2.5M |
| 2023 | 179 | $41.1M | $793,622 | $2.4M |
| 2022 | 178 | $32.5M | $702,996 | $2.2M |
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 |
|---|---|---|---|---|
| MAILLIE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAILLIE LLP — 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 | $69,021 | $39,396 | — | — | — |
| 2023 | $51,346 | $19,453 | — | — | — |
| 2022 | $51,745 | — | — | — | — |