Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GLOBALXPERTS, INC.
EIN 20-3554928information technology and servicesLatest filing 2025
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
42
5540 CENTERVIEW DRIVE, SUITE 200 - RALEIGH, NC 27606919-342-5482globalxperts.netLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 42 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
GLOBALXPERTS, INC. CASH BALANCE PLAN
CashBalance
Assets$3.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GLOBALXPERTS, INC. RETIREMENT PLAN
401k
Assets$1.4M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | GLOBALXPERTS, INC. CASH BALANCE PLAN | CashBalance | $3.1M | 7 | 2025 | |
| 001 | GLOBALXPERTS, INC. RETIREMENT PLAN | 401k | $1.4M | 35 | 2025 |
Retirement plans