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Sponsor portfolio

GLOBAL CLINICAL INSIGHTS LLC

EIN 85-2140844-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
8
7403 CENTENARY AVENUE - DALLAS, TX 75225443-413-9368
Plans on this EIN
2 filings
#002CashBalance-$2.3M - 4 part#001ProfitSharing-$709K - 4 part

Retirement portfolio analytics

2 plans aggregated / $3.0M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • CASH BALANCE PLAN (#002)76%
  • PROFIT SHARING PLAN (#001)24%
Total $3.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)4
  • PROFIT SHARING PLAN (#001)4
Total 8Click row to drill in

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 CLINICAL INSIGHTS LLC CASH BALANCE PLAN

CashBalance

Assets$2.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

GLOBAL CLINICAL INSIGHTS LLC PROFIT SHARING PLAN

ProfitSharing

Assets$709K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002GLOBAL CLINICAL INSIGHTS LLC CASH BALANCE PLANCashBalance$2.3M42024
001GLOBAL CLINICAL INSIGHTS LLC PROFIT SHARING PLANProfitSharing$709K42024
Retirement plans
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