Globo 401(k) Retirement Plan
Sponsored by Globo Language Solutions, Llc · EIN 272896376 · Plan #001
- Total assets
- $3.9M
- Net assets
- $3.9M
- Active participants
- 159
- With balances
- 120
Plan year beginning 02/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Summit Group Retirement Planners, Inc. CRD 169823 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Summit Group Retirement Planners | Investment advisory (plan) | $10,158 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $5,868 |