Original filing (PDF)20250908122652NAL0032663488001

GLOBAL VIEW CAPITAL HOLDINGS

Name: GLOBAL VIEW CAPITAL HOLDINGS — GLOBAL VIEW CAPITAL RETIREMENT PLAN AND TRUST, Form 5500 (2024)
Creator: GLOBAL VIEW CAPITAL HOLDINGS

Form 5500-SF

FILING_RECEIVED

GLOBAL VIEW CAPITAL RETIREMENT PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBAL VIEW CAPITAL HOLDINGS.

Plan sponsor

Name

GLOBAL VIEW CAPITAL HOLDINGS

EIN

27-5487613

Address

N14W23833 STONE RIDGE DRIVE · SUITE 350 · WAUKESHA, WI · 53188

Phone

(262) 650-1030

Industry

Finance & Insurancesee all

Plan administrator

Name

AMERICANTCS FIDUCIARY SERVICES, LLC

EIN

93-2789379

City

PITTSBURGH, PA

Phone

(877) 514-5600

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

JUDD ENTERPRISES, INC.

JUDD ENTERPRISES 401(K) SAVINGS PLAN

$2.4M · 9 participants

CETERIS PARIBUS, LLC

CETERIS PARIBUS, LLC 401(K) PROFIT SHARING PLAN

$2.4M · 1 participants

MERIDIAN WEALTH ADVISORS, LLC

MERIDIAN WEALTH ADVISORS, LLC 401(K) PLAN

$2.4M · 11 participants

MILLER FINANCIAL SERVICES, LLC

MILLER FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN

$2.4M · 4 participants

SPECTRUM FINANCIAL SERVICES, INC.

SPECTRUM FINANCIAL SERVICES 401(K) PLAN