Back to filter
Original filing (PDF)20250702105126NAL0032742226001
GLOBAL INVESTORS LLLP
Form 5500-SF
FILING_RECEIVED
SEHGAL 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBAL INVESTORS LLLP.
Plan sponsor
Name
GLOBAL INVESTORS LLLP
EIN
71-0919700
Address
100 COURT AVENUE, SUITE 211 · DES MOINES, IA · 50309
Phone
(515) 288-0010
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
2025-07-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
STATAR CAPITAL
STATAR CAPITAL 401(K) PLAN
$2.0M · 32 participants
CCG ADVISORS, LLC
CCG ADVISORS, LLC 401K RETIREMENT PLAN
$2.0M · 8 participants
J.J. BURNS & COMPANY, LLC
J.J. BURNS & COMPANY 401(K) PROFIT SHARING PLAN
$2.0M · 14 participants
AL PEIRCE CO LLC
AL PEIRCE CO PROFIT SHARING PLAN
$2.0M · 6 participants
ACCOUNTING PLUS OF COLUMBIA, INC
ACCOUNTING PLUS OF COLUMBIA, INC 401(K) PLAN
$2.0M · 40 participants
EPSILON FINANCIAL GROUP, INC.
EPSILON FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN
$2.0M · 8 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B