Plan Snapshot
- Plan Sponsor: Globetrotters Engineering Corporation
- Sponsor EIN: 362819661
- Sponsor Address: 300 SOUTH WACKER DRIVE, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $17.9M
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 | 165 | $17.9M | $132,661 | $1.0M |
| 2023 | 141 | $17.0M | $174,171 | $992,628 |
| 2022 | 119 | $15.2M | $118,331 | $1.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $30,507 | — | $30,507 |
| MESIROW FINANCIAL | ADVISOR | $28,140 | — | $28,140 |
| CREATIVE PLANNING LLC | ADVISOR | $7,391 | — | $7,391 |
| CALLERO & CALLERO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CREATIVE PLANNING LLC — ADVISOR
- CALLERO & CALLERO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,038
- Estimated Expense Ratio: 0.368% 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 | $66,038 | $35,531 | — | — | — |
| 2023 | $63,368 | $35,402 | — | — | — |
| 2022 | $57,270 | — | — | — | — |