Plan Ledger DOL Form 5500 · updated monthly

Global Strategy Group, LLC401(k)

GLOBAL STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Global Strategy Group, LLC reported $82,344 in plan administrative expenses for 2024: 0.46% of average plan assets, above the peer median. Employer contributions averaged $3,062 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 rose from 0.32% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,594th-largest of 5,648 plans among New York employers on file, and the 5,721st of 11,654 in professional & technical services. In 2024, employees put in $3.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,123,237
Participants with balances163
Active participants156
Employer contributions$477,664
Employee contributions$1,616,745
Employer contribution per active participant$3,062
Average account balance$117,320
Benefits paid to participants$2,129,834
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.1M · 163 accts · $478K emplr
2023$16.8M · 161 accts · $451K emplr
2022$12.5M · 156 accts · $347K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,961
Investment management$35,983
Audit (IQPA)$11,900
Total administrative$82,344
The Global Strategy Group, LLC 401(k) match · 2024
Employer contribution per active participant$3,062
Median for plans this size$2,416
2024$3,062 per active participant
2023$3,638 per active participant
2022$2,447 per active participant

Global Strategy Group, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$34,461
SENTINEL PENSION ADVISORS INC · Investment advisory (plan)$32,629
CARON & BLETZER, PLLC · Accounting / audit$11,900

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$82,344 · 0.46%
2023$51,014 · 0.35%
2022$41,417 · 0.32%
Same employer
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Psyop Productions, LLC NY$19.2M · 0.01%
Delos Living, LLC NY$19.1M · 0.25%
Maesa LLC NY$18.9M · 0.33%
Bst & Co. Cpas, LLP NY$18.8M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200159660 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.