Global Financial

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,332

Total plan assets

$76.2M

Filings (rows)

Direct comp

$279K

Indirect comp

Aggregating 2 name variants under "GLOBAL FINANCIAL"

Click a variant to view it alone

GLOBAL FINANCIAL3 GLOBAL FINANCIAL PARTNERS1

SERVICES PROVIDED

Other service providers3

Advisor / Consultant1

Prospecting the plans that use Global Financial?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 4 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Weber Gallagher Simpson Stapleton Fires & Newby, LLP Weber Gallagher Simpson Stapleton Fires & Newby, LLP Retirement Plan · all filings	PHILADELPHIA, PA	Advisor / Consultant	201	$35.1M	$42K	$0
Florida Medical Specialists, LLC Maxhealth 401(k) Plan · all filings	SARASOTA, FL	Other service providers	441	$17.7M	$99K	$0
Florida Medical Specialists, LLC / Maxhealth Maxhealth 401(k) Plan · all filings	SARASOTA, FL	Other service providers	370	$13.6M	$76K	$0
Florida Medical Specialists, LLC Maxhealth 401(k) Plan · all filings	SARASOTA, FL	Other service providers	320	$9.8M	$63K	$0