Original filing (PDF)20250409142859NAL0010936899001

GLOBAL STRATEGIES

Name: GLOBAL STRATEGIES — GLOBAL STRATEGIES 403(B) PLAN, Form 5500 (2023)
Creator: GLOBAL STRATEGIES

Form 5500-SF

FILING_RECEIVED

GLOBAL STRATEGIES 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$646K

Net assets (EOY)

$646K

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 STRATEGIES.

Plan sponsor

Name

GLOBAL STRATEGIES

EIN

68-0406388

Address

828 SAN PABLO AVENUE SUITE 260 · ALBANY, CA · 94706

Phone

(415) 451-1814

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-04-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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