Plan Ledger DOL Form 5500 · updated monthly

Owl International dba Global401(k)

GLOBAL 401(K) PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Owl International dba Global reported $55,043 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $567 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 0.53% to 0.33%. 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 3,923rd-largest of 9,483 plans among California employers on file, and 5,935th of 11,654 in professional & technical services. In 2024, employees put in $3.67 for every $1.00 the employer contributed; active participation has grown from 428 to 484 since 2022.

Plan summary
Net assets, end of year$17,888,673
Participants with balances217
Active participants484
Employer contributions$274,288
Employee contributions$1,006,882
Employer contribution per active participant$567
Average account balance$82,436
Benefits paid to participants$1,341,054
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.9M · 217 accts · $274K emplr
2023$15.9M · 229 accts · $320K emplr
2022$13.5M · 229 accts · $273K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,435
Investment management$7,608
Total administrative$55,043
The Owl International dba Global 401(k) match · 2024
Employer contribution per active participant$567
Median for plans this size$2,416
2024$567 per active participant
2023$672 per active participant
2022$637 per active participant

Owl International dba Global's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$47,434
BENEFIT FINANCIAL SERVICES GROUP · Investment advisory (plan)$7,607

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$55,043 · 0.33%
2023$58,435 · 0.40%
2022$80,957 · 0.53%
Same employer
Similar plansProfessional & Technical Services · California
Hirsch Bedner & Associates CA$17.9M · 0.01%
Gafcon Pm-Cm LLC CA$17.9M · 0.02%
Duarte Communications, Inc. CA$17.9M · 0.63%
Kateeva, Inc CA$17.9M · 0.18%
Pacific Legal Foundation CA$17.8M · 0.01%
Cokeva Inc CA$17.8M · 0.45%
Silvaco, Inc. CA$17.8M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330296831 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.