# Telefonica Global Solutions Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/telefonica-global-solutions-usa-inc-401k-plan

> Telefonica Global Solutions Usa, INC.'s 401(k) plan: 97 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Telefonica Global Solutions Usa, INC.

- **Sponsor EIN:** 522215332

- **Sponsor Address:** 800 WATERFORD WAY SUITE 300, MIAMI, FL, 33126

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

- **Total Participants:** 97

- **Total Assets:** $33.4M

## 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|97|$33.4M|$763,292|$1.1M|

| 2023|125|$33.6M|$757,831|$1.2M|

| 2022|142|$30.0M|$1.0M|$1.8M|

## 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|

| MORGAN STANLEY GLOBAL BA|INVESTMENT ADVISORY|$67,635|—|$67,635|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$41,008|—|$41,008|

| BERKOWITZ POLLACK BRANT|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY GLOBAL BA](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISORY

- [BERKOWITZ POLLACK BRANT](https://planprovider.pro/provider/berkowitz-pollack-brant) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $108,643

- **Estimated Expense Ratio:** 0.325% 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|$108,643|$67,635|$41,008|—|—|

| 2023|$99,587|$60,612|$38,975|—|—|

| 2022|$139,057|$76,668|$62,389|—|—|

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