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Original filing (PDF)20250922130528NAL0005692096001
OWL INTERNATIONAL DBA GLOBAL
Form 5500
FILING_RECEIVED
GLOBAL 401(K) PLAN
401(k) retirement plan
Signals · 2
37% in single holdingNo recordkeeper disclosed
Active participants
484
Accounts w/ balance
217
Plan assets (EOY)
$17.9M
Net assets (EOY)
$17.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
82
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- Top holding "American Funds Balanced Fund" is 37% of plan.
- No recordkeeper disclosed on Schedule C.
- Only 45% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OWL INTERNATIONAL DBA GLOBAL.
Plan sponsor
Name
OWL INTERNATIONAL DBA GLOBAL
EIN
33-0296831
Address
2465 CAMPUS DRIVE, SUITE 120 · IRVINE, CA · 92612
Phone
(949) 797-2001
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2U · Association Retirement Plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KIECKHAFER SCHIFFER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT FINANCIAL SERVICES GROUP | 20-8161914 | — | INVESTMENT ADVISORY | $8K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $47K | — |
Investments
20 direct securities · 2 pooled funds· $18.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$16.7M
20 holdings
Common Collective Trust
$1.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Balanced Fund | — | — | — | $6.6M | 36.7% | |
| American Funds Growth Fund of America | — | — | — | $2.0M | 11.3% | |
| GALLIARD STABLE RETURN C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.3M | 7.0% | |
| American Funds Washington Mutual Investors Fund | — | — | — | $871K | 4.9% | |
| Vanguard 500 Index Admiral Fund | — | — | — | $755K | 4.2% | |
| John Hancock Disciplined Mid-Cap Fund | — | — | — | $616K | 3.4% | |
| T. Rowe Price Large Cap VAL-I | — | — | — | $594K | 3.3% | |
| American Funds New Perspective Fund | — | — | — | $577K | 3.2% | |
| Vanguard Total Intl. Stock Index Admiral Fund | — | — | — | $576K | 3.2% | |
| Vanguard Total Bond Market Index Ad. Fund | — | — | — | $570K | 3.2% | |
| American Funds EuroPacific Growth Fund | — | — | — | $550K | 3.1% | |
| T. Rowe Price Mid Cap Growth Fund | — | — | — | $513K | 2.9% | |
| Vanguard Explorer Fund | — | — | — | $470K | 2.6% | |
| Wells Fargo Special Small Cap Value Fund | — | — | — | $434K | 2.4% | |
| 10.50%, maturing through 2033. - | — | — | — | $400K | 2.2% | |
| T. Rowe Price Dividend Growth Advisor Class | — | — | — | $385K | 2.1% | |
| Dodge and Cox Income X Fund | — | — | — | $292K | 1.6% | |
| Vanguard Mid Cap Index Admiral Fund | — | — | — | $237K | 1.3% | |
| Lord Abbett Short Duration Income Fund | — | — | — | $122K | 0.7% | |
| Vanguard Small Cap Index Admiral Fund | — | — | — | $88K | 0.5% | |
| (E) | — | — | — | $88K | 0.5% | |
| GALLIARD STABLE RETURN PN60 SEI TRUST COMPANY · EIN 52-2251407 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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