# Owl International Dba Global 401(k) Plan
Source: https://planprovider.pro/companies/owl-international-dba-global-401k-plan

> Owl International Dba Global's 401(k) plan: 484 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/benefit-financial-services-group) — INVESTMENT ADVISORY

- [KIECKHAFER SCHIFFER LLP](https://planprovider.pro/provider/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|—|—|

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