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Original filing (PDF)20251014165612NAL0004596576001
GLOBAL POVERTY PROJECT, INC.
Form 5500
FILING_RECEIVED
GLOBAL CITIZEN 403(B) PLAN
403(b) retirement plan
Active participants
85
Accounts w/ balance
130
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 67 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBAL POVERTY PROJECT, INC..
Plan sponsor
Name
GLOBAL POVERTY PROJECT, INC.
EIN
42-1772557
Address
740 BROADWAY SUITE 400 · NEW YORK, NY · 10003
Phone
(347) 782-6121
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDG-CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AURORA PRIVATE WEALTH, INC. | 47-4814591 | — | INVESTMENT ADVISORY | $0 | — |
| CETERA ADVISORS LLC | 84-0858799 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $37K | — |
Investments
27 direct securities· $5.5M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Multiple Sub-Advisors - Principal LifeTime 2055 Fund Mutual Fund | — | — | — | $1.2M | 22.1% | |
| Multiple Sub-Advisors - Principal LifeTime 2050 Fund Mutual Fund | — | — | — | $1.1M | 20.3% | |
| Multiple Sub-Advisors - Principal LifeTime 2045 Fund Mutual Fund | — | — | — | $820K | 14.8% | |
| Multiple Sub-Advisors - Principal LifeTime 2060 Fund Mutual Fund | — | — | — | $522K | 9.4% | |
| Multiple Sub-Advisors - Principal LifeTime 2040 Fund Mutual Fund ** 8 - 15 | — | — | — | $448K | 8.1% | |
| Multiple Sub-Advisors - Principal LifeTime 2030 Fund Mutual Fund | — | — | — | $337K | 6.1% | |
| Fixed Income Guaranteed Option Insurance Company/General Account | — | — | — | $219K | 4.0% | |
| Multiple Sub-Advisors - Principal LifeTime 2025 Fund Mutual Fund | — | — | — | $147K | 2.7% | |
| Multiple Sub-Advisors - Principal LifeTime 2035 Fund Mutual Fund | — | — | — | $119K | 2.1% | |
| Victory Sycamore Established Value Fund Mutual Fund ** 521 * Principal Real Estate Securities Fund Mutual Fund ** 250 * Participant loans Interest rates from 10.25% to 10.50%; Various maturities -0- | — | — | — | $104K | 1.9% | |
| JPMorgan US Equity Fund Mutual Fund | — | — | — | $92K | 1.7% | |
| PGIM Total Return Bond Fund Mutual Fund | — | — | — | $77K | 1.4% | |
| Multiple Sub-Advisors - Principal LifeTime 2065 Fund Mutual Fund | — | — | — | $67K | 1.2% | |
| Principal MidCap S&P 400 Index Fund Mutual Fund | — | — | — | $46K | 0.8% | |
| Principal Smallcap S&P 600 Index Fund Mutual Fund | — | — | — | $32K | 0.6% | |
| American Funds - New World Fund Mutual Fund | — | — | — | $29K | 0.5% | |
| Invesco Diversified Dividend Fund Mutual Fund | — | — | — | $24K | 0.4% | |
| MFS Massachusetts Investors Growth Stock Fund Mutual Fund | — | — | — | $23K | 0.4% | |
| T. Rowe Price Blue Chip Growth Fund Inc Mutual Fund | — | — | — | $20K | 0.4% | |
| Vanguard Total International Bond Index Fund Mutual Fund | — | — | — | $6K | 0.1% | |
| American Funds Investment Company of America R4 Fund Mutual Fund | — | — | — | $6K | 0.1% | |
| Goldman Sachs Small Cap Value Insights Fund Mutual Fund | — | — | — | $3K | <0.1% | |
| Principal Bond Market Index Fund Mutual Fund ** 7 | — | — | — | $3K | <0.1% | |
| Principal International Equity Index Fund Mutual Fund | — | — | — | $3K | <0.1% | |
| Nuveen Winslow Large-Cap Growth Fund Mutual Fund ** 16 | — | — | — | $2K | <0.1% | |
| Fidelity Advisor High Income Advantage Fund Mutual Fund | — | — | — | $1K | <0.1% | |
| ClearBridge International Growth Fund Mutual Fund | — | — | — | $1K | <0.1% |
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