How big is Global Wealth Retirement Planning LLC's plan?

Global Wealth Retirement Planning LLC's plan reported $1.9M in assets and 29 participants for 2024.

Original filing (PDF)20250718085835NAL0001443217001

Global Wealth Retirement Planning LLC

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

Form 5500-SF

FILING_RECEIVED

Global Wealth Management 401(k) Plan

401(k) retirement plan · Global Wealth Retirement Planning LLC's Global Wealth Management 401(k) Plan held $1.9M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Marcus Bowie signed Global Wealth Retirement Planning LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Global Wealth Retirement Planning LLC's EIN is 45-2042362.

EIN 45-2042362

Plan number 001

Plan year 2024

ACK ID 20250718085835NAL0001443217001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Global Wealth Retirement Planning LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score