Plan Snapshot
- Plan Sponsor: Globalhealth Holdings, LLC
- Sponsor EIN: 273142522
- Sponsor Address: 210 PARK AVE., STE. 2900, OKLAHOMA CITY, OK, 731025621
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 162 | $8.0M | $478,452 | $524,971 |
| 2023 | 159 | $7.7M | $516,943 | $601,089 |
| 2022 | 186 | $7.2M | $506,055 | $742,360 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $15,698 | $2,438 | — | — | — |
| 2023 | $15,883 | $3,189 | — | — | — |
| 2022 | $13,256 | — | — | — | $13,256 |