Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GLOBAL WEALTH SOLUTIONS
EIN 32-0207130health, wellness and fitnessLatest filing 2025
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
6
5088 CORPORATE EXCHANGE BLVD., SUITE 200 - GRAND RAPIDS, MI 49512616-698-9870LinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 6 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#002
GLOBAL WEALTH SOLUTIONS RETIREMENT PLAN
CashBalance
Assets$5.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GLOBAL WEALTH SOLUTIONS 401(K) PROFIT SHARING PLAN
401k
Assets$170K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GLOBAL WEALTH SOLUTIONS RETIREMENT PLAN | CashBalance | $5.2M | 3 | 2025 | |
| 001 | GLOBAL WEALTH SOLUTIONS 401(K) PROFIT SHARING PLAN | 401k | $170K | 3 | 2025 |
Retirement plans