Back to filter
Original filing (PDF)20260102101518NAL0000744355001
GLOBAL PORTFOLIO SOLUTIONS, INC.
Form 5500-SF
FILING_RECEIVED
GLOBAL PORTFOLIO SOLUTIONS, INC. DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 1.5 mo
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
87
/ 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
94
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.5 months past the 10.5-month grace window.
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 PORTFOLIO SOLUTIONS, INC..
Plan sponsor
Name
GLOBAL PORTFOLIO SOLUTIONS, INC.
EIN
86-0940800
Address
13515 E. BLOOMFIELD DRIVE · SCOTTSDALE, AZ · 85259
Phone
(480) 538-2970
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-02
Pension benefit codes
1A · Pay-related DB formula
3B · Covers self-employed individuals
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
LIFESPAN FINANCIAL STRATEGIES, INC.
LIFESPAN FINANCIAL STRATEGIES, INC. 401(K) PROFIT SHARING PLAN
$2.5M · 5 participants
GROOME HOLDINGS, LLC
GROOME HOLDINGS 401(K) PLAN
$2.5M · 20 participants
MARK L. SMITH CONSULTING, LLC
WMS 401(K) PLAN AND TRUST
$2.5M · 1 participants
TRIBUTE FINANCIAL INC.
TRIBUTE FINANCIAL INC. 401(K) PROFIT SHARING PLAN
$2.4M · 15 participants
CENTERGATE CAPITAL, L.P.
CENTERGATE CAPITAL, L.P. 401(K) PLAN
$2.4M · 19 participants
PAX FINANCIAL GROUP, LLC
PAX FINANCIAL GROUP, LLC 401(K) PLAN
$2.4M · 24 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants