Plan Snapshot
- Plan Sponsor: Global Tbm Company
- Sponsor EIN: 853565454
- Sponsor Address: 29100 HALL STREET, SOLON, OH, 44139
- Plan Type: 401(k)
- Total Participants: 47
- Total Assets: $28.1M
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 | 47 | $28.1M | $143,591 | $399,449 |
| 2023 | 45 | $25.6M | $148,918 | $397,346 |
| 2022 | 49 | $24.2M | $201,963 | $478,950 |
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 |
|---|---|---|---|---|
| CEDAR BROOK FINANCIAL PARTNERS, LLC | INVESTMENT/FINANCIAL ADVI | $17,023 | — | $17,023 |
| SEIA LLC | INVESTMENT/FINANCIAL ADVI | $17,000 | — | $17,000 |
| MEADEN & MOORE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEADEN & MOORE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,023
- Estimated Expense Ratio: 0.121% 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 | $35,278 | $34,023 | — | — | — |
| 2023 | $34,124 | $32,504 | — | — | — |
| 2022 | $34,750 | — | — | — | — |