Original filing (PDF)20250718085835NAL0001443217001

GLOBAL WEALTH RETIREMENT PLANNING LLC

Name: GLOBAL WEALTH RETIREMENT PLANNING LLC — GLOBAL WEALTH MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: GLOBAL WEALTH RETIREMENT PLANNING LLC

Form 5500-SF

FILING_RECEIVED

GLOBAL WEALTH MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 WEALTH RETIREMENT PLANNING LLC.

Plan sponsor

Name

GLOBAL WEALTH RETIREMENT PLANNING LLC

EIN

45-2042362

Address

1301 E BROWARD BLVD, SUITE 200 · FORT LAUDERDALE, FL · 33301

Phone

(954) 533-7144

Industry

Finance & Insurancesee 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

2025-07-18

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

WESTGATE CAPITAL CONSULTANTS, LLC

WESTGATE CAPITAL CONSULTANTS 401(K) PLAN

$1.9M · 6 participants

CLARITY FINANCIAL PLANNING, INC.

CLARITY FINANCIAL PLANNING 401(K) PLAN

$1.9M · 3 participants

CORDANT, INC.

CORDANT 401(K) PLAN

$1.9M · 7 participants

COOK M&A ADVISORY SERVICES, INC.

COOK M&A ADVISORY SERVICES, INC. CASH BALANCE PLAN

$1.9M · 22 participants

DRONEN FINANCIAL SERVICES, LLC

DFS RETIREMENT PLAN

$1.9M · 2 participants