# Globetrotters Engineering Corporation 401(k) Plan
Source: https://planprovider.pro/companies/globetrotters-engineering-corporation-401k-plan

> Globetrotters Engineering Corporation's 401(k) plan: 165 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [CALLERO & CALLERO LLP](https://planprovider.pro/provider/callero-and-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|—|—|—|—|

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