# Globus Medical INC. 401(k) Plan
Source: https://planprovider.pro/companies/globus-medical-inc-401k-plan

> Globus Medical INC.'s 401(k) plan: 3,311 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Globus Medical INC.

- **Sponsor EIN:** 043744954

- **Sponsor Address:** 2560 GENERAL ARMISTEAD AVENUE, AUDUBON, PA, 19403

- **Plan Type:** 401(k)

- **Total Participants:** 3,311

- **Total Assets:** $233.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|3,311|$233.4M|$6.2M|$22.1M|

| 2023|2,261|$198.7M|$6.1M|$19.5M|

| 2022|2,164|$150.5M|$5.5M|$16.8M|

## 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|$264,853|—|$264,853|

| CAPTRUST|INVESTMENT ADVISOR|$63,654|—|$63,654|

| FORVIS MAZARS, LLP|ACCOUNTANT/AUDITOR|$20,592|—|$20,592|

### 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

- [CAPTRUST](https://planprovider.pro/provider/captrust) — INVESTMENT ADVISOR

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $349,099

- **Estimated Expense Ratio:** 0.150% 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|$350,480|—|$300|$22,167|—|

| 2023|$291,846|$102,310|—|$19,738|—|

| 2022|$241,435|—|—|—|—|

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