Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GLOBAL ASSET SERVICES, INC
EIN 66-0935077Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$8.3M assets
Welfare
0
Participants
17
151 CALLE DE SAN FRANCISCO, SUITE 200 - SAN JUAN, PR 00901973-544-6970
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.3M assets / 17 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#001
GLOBAL ASSET SERVICES, INC 401(K) PROFIT SHARING PLAN
401k
Assets$4.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GLOBAL ASSET SERVICES, INC PENSION PLAN
TraditionalDB
Assets$4.0M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GLOBAL ASSET SERVICES, INC 401(K) PROFIT SHARING PLAN | 401k | $4.3M | 9 | 2024 | |
| 002 | GLOBAL ASSET SERVICES, INC PENSION PLAN | TraditionalDB | $4.0M | 8 | 2024 |
Retirement plans