Plan Ledger DOL Form 5500 · updated monthly

Global Views, L.P.Profit-sharing plan

GLOBAL VIEWS PROFIT SHARING PLAN · DALLAS, TX · plan year 2022

Reported admin expense ratio · 2022
0.01%

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

Global Views, L.P. reported $710 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,083 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Texas (4,228th of 5,688), and 3,744th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$4,287,206
Participants with balances116
Active participants120
Employer contributions$250,000
Employee contributions—
Employer contribution per active participant$2,083
Average account balance$36,959
Benefits paid to participants$142,529
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$4.3M · 116 accts · $250K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$710
Total administrative$710
Employer contributions to the Global Views, L.P. plan · 2022
Employer contribution per active participant$2,083
Median for plans this size$1,114

Global Views, L.P.'s 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$710 · 0.01%
Similar plansWholesale Trade · Texas
Gillis Capital, LP TX$4.2M · 0.27%
Mooreco Inc. TX$4.1M · 0.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200510701 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.