Global Strategy Group 401(k) match, vesting and fees
What Global Strategy Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Global Strategy Group: employer contribution per participant | $3,102 | |
| Peer median | $2,719 |
| Global Strategy Group: average balance | $141,896 | |
| Peer median | $85,424 |
| Global Strategy Group: admin expenses ÷ assets | 0.38% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $13.5M at the end of plan year 2021 to $23M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 218 | $23M | $502K | $3,102 | 0.38% | Not published | Form 5500 ↗ |
| 2024 | 206 | $19.1M | $478K | $2,930 | 0.46% | Not published | Form 5500 ↗ |
| 2023 | 175 | $16.8M | $451K | $2,802 | 0.35% | Not published | Form 5500 ↗ |
| 2022 | 182 | $12.5M | $347K | $2,227 | 0.32% | Not published | Form 5500 ↗ |
| 2021 | 152 | $13.5M | $289K | $2,186 | 0.27% | Not published | Form 5500 ↗ |
Common questions
Does Global Strategy Group match 401(k) contributions?
The match terms for the Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2025 filing reports $502K in employer contributions, about $3,102 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Global Strategy Group 401(k) match vested?
The vesting schedule for the Global Strategy Group, LLC 401(k) Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Global Strategy Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Global Strategy Group, LLC.
I left Global Strategy Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Global Strategy Group, LLC, (212) 260-8813) or the recordkeeper, Fidelity Investments Institutional. The Global Strategy Group old 401(k) page lists the contacts from every plan filing. Find an old Global Strategy Group 401(k)
Data from the public Form 5500 annual reports Global Strategy Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Global Strategy Group. Not financial advice. Report a correction · Methodology