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Original filing (PDF)20251015153324NAL0002561171001
GLOBAL INFRASTRUCTURE MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
GLOBAL INFRASTRUCTURE MANAGEMENT, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
249
Accounts w/ balance
398
Plan assets (EOY)
$98.0M
Net assets (EOY)
$98.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — 52% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBAL INFRASTRUCTURE MANAGEMENT, LLC.
Plan sponsor
Name
GLOBAL INFRASTRUCTURE MANAGEMENT, LLC
EIN
20-5504170
Address
1345 AVENUE OF THE AMERICAS · 30TH FLOOR · NEW YORK, NY · 10105
Phone
(212) 315-8100
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CRAIG, FITZSIMMONS & MEYER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | 13-2638166 | NEW YORK, NY | NONE | $128K | — |
| RPG CONSULTANTS | 13-4077182 | HEWLETT, NY | NONE | $76K | — |
| MATRIX TRUST COMPANY | 75-3182674 | DENVER, CO | NONE | $34K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.