How big is Global Wealth Solutions' plan?

Global Wealth Solutions' plan reported $5.2M in assets and 3 participants for 2024.

Original filing (PDF)20251211212517NAL0007936736001

Global Wealth Solutions

Name: Global Wealth Solutions — Global Wealth Solutions, Form 5500 (2024)
Creator: Global Wealth Solutions
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Global Wealth Solutions Retirement Plan

Defined-benefit pension plan · Global Wealth Solutions' Global Wealth Solutions Retirement Plan held $5.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

Plan identifiers

Global Wealth Solutions' EIN is 32-0207130.

EIN 32-0207130

Plan number 002

Plan year 2024

ACK ID 20251211212517NAL0007936736001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Global Wealth Solutions from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Global Wealth Solutions' plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GLOBAL WEALTH SOLUTIONS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score