Plan Ledger DOL Form 5500 · updated monthly

Global Overview LLC401(k)

GLOBAL OVERVIEW 401(K) PLAN · MINNETONKA, MN · plan year 2025

Reported admin expense ratio · 2025
0.02%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Global Overview LLC reported $1,369 in plan administrative expenses for 2025: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,752 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.12% to 0.02%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Minnesota (1,378th of 1,918), and 8,456th of 11,654 in professional & technical services. In 2025, employees put in $2.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,619,142
Participants with balances160
Active participants135
Employer contributions$506,483
Employee contributions$1,034,546
Employer contribution per active participant$3,752
Average account balance$53,870
Benefits paid to participants$96,745
Plan auditUnmodified (clean) audit opinion
AuditorMAHONEY ULBRICH CHRISTIANSEN & RUSS
Plan history3
Yearassets · accounts · employer contribution
2025$8.6M · 160 accts · $506K emplr
2024$5.5M · 144 accts · $426K emplr
2023$4.0M · 132 accts · $374K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$1,369
Total administrative$1,369
The Global Overview LLC 401(k) match · 2025
Employer contribution per active participant$3,752
Median for plans this size$1,464
2025$3,752 per active participant
2024$3,254 per active participant
2023$3,038 per active participant

Global Overview LLC's 2025 employer contribution ran above the $1,464 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2025$1,369 · 0.02%
2024$2,164 · 0.05%
2023$3,659 · 0.12%
Same employer
Similar plansProfessional & Technical Services · Minnesota
Taj Technologies, Inc. MN$9.5M · 0.56%
Curious Plot, LLC MN$8.7M · 0.56%
Doherty Consulting, Inc. MN$8.5M · 0.12%
Netgain Technology, LLC. MN$8.4M · 0.05%
Araz Group de, LLC MN$8.0M · 1.08%
Ritalka, Incorporated MN$8.0M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371748694 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.