Filings through Oct 24, 2026.

Retirement plan

The Global Edge Consultants, LLC 401(k) Plan

Name: THE GLOBAL EDGE CONSULTANTS, LLC - THE GLOBAL EDGE CONSULTANTS, LLC 401(K) PLAN (2025) Form 5500
Creator: THE GLOBAL EDGE CONSULTANTS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE GLOBAL EDGE CONSULTANTS, LLC 401(K) PLAN, THE GLOBAL EDGE CONSULTANTS, LLC

The Global Edge Consultants, LLCEIN 33-1213409Plan #001PY 2025

2002 TIMBERLOCH PLACE, STE 550 - THE WOODLANDS, TX 77380301-943-1329

Prospect flagsHigh feesLow participationCorrective distributionsFew collective trustsFund lineup: 11 funds, $8.9M

How to read this page

Total assets (EOY)

$9.1M

+63.1% from 2023

Total participants

512

-6.9% from 2023

Average account balance

$38,282

+36.4% from 2023

Annual return

25.12%

-2.92 pp from 2023

Benchmarks

See 844 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants250-999

Cohort844 peers

Snapshot2025

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Analytics

See the 4-year trajectory with Pro.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
RAYMOND JAMES FINANCIAL SERVICES3 years Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041	Recordkeeping	$55,979
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745	Recordkeeping	$8,224

Fund lineup

CSV with Pro

11 funds of $250K or more; 32 lines in all, holding $8.9M of the plan's $9.1M. From the 2025 filing. Recordkeeper: Raymond James Financial Services.

In collective trusts2%median 0% for plans of $5M to $50M (40,338 plans)

In index funds77%median 22% for plans of $5M to $50M (40,338 plans)

In the main target-date series0%median 38% for plans of $5M to $50M (40,338 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
Mywayretirement Index 2055 R Manager not matched · Mutual fund Index	Not yet matched	Mutual fund	$899K	10.1%
BlackRock Equity Index 1 BlackRock · Mutual fund Index	BlackRock	Mutual fund	$841K	9.4%
Mywayretirement Index 2045 R Manager not matched · Mutual fund Index	Not yet matched	Mutual fund	$833K	9.3%
Mywayretirement Index 2035 R Manager not matched · Mutual fund Index	Not yet matched	Mutual fund	$743K	8.3%
Mywayretirement Index 2050 R Manager not matched · Mutual fund Index	Not yet matched	Mutual fund	$703K	7.9%
Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market	Vanguard	Money market	$667K	7.5%
Mywayretirement Index 2040 R Manager not matched · Mutual fund Index	Not yet matched	Mutual fund	$575K	6.4%
Mywayretirement Index 2030 R Manager not matched · Mutual fund Index	Not yet matched	Mutual fund	$535K	6.0%
Mywayretirement IDX RET R Manager not matched · Other Index	Not yet matched	Other	$467K	5.2%
Mywayretirement Index 2060 R Manager not matched · Mutual fund Index	Not yet matched	Mutual fund	$394K	4.4%

See the other 22 lines in this lineup with Pro.

Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$98K

$226 / participant

Recordkeeping$42K43.1%
Investment mgmt$56K56.9%

% of EOY assets

1.080%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BRAD BICKMORE
Auditor EIN: 870325228
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

RAYMOND JAMES FINANCIAL SERVICES3 years

Filed as: RAYMOND JAMES

Service code 15 · EIN 59-1237041

Recordkeeping

$55,979

ADP BROKER-DEALER3 years

Filed as: ADP, INC.

Service code 15 · EIN 13-3036745

Recordkeeping

$8,224

Fund

Dollars

% of funds%

Mywayretirement Index 2055 R

Manager not matched · Mutual fund

Index

$899K

10.1%

BlackRock Equity Index 1

BlackRock · Mutual fund

Index

$841K

9.4%

Mywayretirement Index 2045 R

Manager not matched · Mutual fund

Index

$833K

9.3%

Mywayretirement Index 2035 R

Manager not matched · Mutual fund

Index

$743K

8.3%

Mywayretirement Index 2050 R

Manager not matched · Mutual fund

Index

$703K

7.9%

Vanguard Federal Money Market Fund Investor Shares

Vanguard · Money market

$667K

7.5%

Mywayretirement Index 2040 R

Manager not matched · Mutual fund

Index

$575K

6.4%

Mywayretirement Index 2030 R

Manager not matched · Mutual fund

Index

$535K

6.0%

Mywayretirement IDX RET R

Manager not matched · Other

Index

$467K

5.2%

Mywayretirement Index 2060 R

Manager not matched · Mutual fund

Index

$394K

4.4%

The Global Edge Consultants, LLC 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

The Global Edge Consultants, LLC 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion