Plan Snapshot
- Plan Sponsor: Owl International Dba Global
- Sponsor EIN: 330296831
- Sponsor Address: 2465 CAMPUS DRIVE, SUITE 120, IRVINE, CA, 92612
- Plan Type: 401(k)
- Total Participants: 484
- 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 | 484 | $17.9M | $274,288 | $1.0M |
| 2023 | 477 | $15.9M | $320,456 | $976,231 |
| 2022 | 428 | $13.5M | $272,795 | $846,455 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $47,434 | — | $47,434 |
| BENEFIT FINANCIAL SERVICES GROUP | INVESTMENT ADVISORY | $7,607 | $2 | $7,609 |
| KIECKHAFER SCHIFFER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENEFIT FINANCIAL SERVICES GROUP — INVESTMENT ADVISORY
- KIECKHAFER SCHIFFER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,043
- Estimated Expense Ratio: 0.308% 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 | $55,043 | $7,608 | $26,684 | — | — |
| 2023 | $58,435 | $11,445 | $34,998 | — | — |
| 2022 | $80,957 | $30,799 | $50,158 | — | — |