Original filing (PDF)20241031070043NAL0000950755001

McGivney Global Advisors LLC

Name: McGivney Global Advisors LLC — McGivney Global, Form 5500 (2023)
Creator: McGivney Global Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McGivney Global Advisors LLC Cash Balance Plan

Defined-benefit pension plan · McGivney Global Advisors LLC's McGivney Global Advisors LLC Cash Balance Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

William McGivney signed McGivney Global Advisors LLC's 2023 Form 5500 as plan administrator.

William McGivney — 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

McGivney Global Advisors LLC's EIN is 45-5020290.

EIN 45-5020290

Plan number 002

Plan year 2023

ACK ID 20241031070043NAL0000950755001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for McGivney Global Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

McGivney Global Advisors LLC's 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 MCGIVNEY GLOBAL ADVISORS 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 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