Original filing (PDF)20250627073547NAL0022195810001

GLOBAL RISK STRATEGIES LLC

Name: GLOBAL RISK STRATEGIES LLC — GLOBAL RISK STRATEGIES LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: GLOBAL RISK STRATEGIES LLC

Form 5500-SF

FILING_RECEIVED

GLOBAL RISK STRATEGIES LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$600K

Net assets (EOY)

$600K

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 RISK STRATEGIES LLC.

Plan sponsor

Name

GLOBAL RISK STRATEGIES LLC

EIN

52-2291858

Address

1000 RIVERSIDE AVE · STE 270 · JACKSONVILLE, FL · 32204

Phone

(904) 504-7983

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

2025-06-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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BOARD OF TRUSTEES OF THE COOPERATIVE WELFARE BENEFITS FUND