Global Strategy Group, Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Global Strategy Group, Llc · EIN 200159660 · Plan #002
- Total assets
- $19.1M
- Net assets
- $19.1M
- Active participants
- 156
- With balances
- 163
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sentinel Pension Advisors, Llc CRD 109901 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $34,461 |
| Sentinel Pension Advisors Inc | Investment advisory (plan) | $32,629 |
| Caron & Bletzer, Pllc | Accounting | $11,900 |