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  2. Global Trust Wealth Management, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Global Trust Wealth Management, LLC

EIN 99-5071683-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$150K assets
Welfare
0
Participants
2
515 N FLAGLER DRIVE SUITE 1700 - WEST PALM BEACH, FL 33401561-386-9010
Plans on this EIN
1 filing
#002Cash balance-$150K - 2 part

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Retirement#002

GLOBAL TRUST WEALTH MANAGEMENT, LLC CASH BALANCE PLAN

Cash balance

Assets$150K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002GLOBAL TRUST WEALTH MANAGEMENT, LLC CASH BALANCE PLANCash balance$150K22025
Retirement plans
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