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Department of Labor filing

GLOBE TAX SERVICES, INC.

GLOBE TAX 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 13, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

94filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$11,872

Reported employer contributions per active participant.

Higher than about 94% of comparable plans
#People in the filing
148

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$11 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 94% of comparable plans
↗Investment performance
Not available

Plan assets changed 22.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202494out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions94th percentileTypical peer $3,137 · based on 5,509 comparable plans
Lower reported administrative expense94th percentileTypical peer $173 · based on 5,672 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, GLOBE TAX SERVICES, INC. reported $1,757,005 in employer contributions across the plan and 148 active participants. That works out to $11,872 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy81%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 9.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 5.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context94/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$1,757,005
Participant contributions
$1,932,632
Other contributions
$59,539
Employer share of reported contributions
47.6%
Beginning assets
$36,639,804
Ending assets
$44,994,095
Ending net assets
$44,994,095
Ending liabilities
$0
Total income
$9,275,189
Total expenses
$920,898
Administrative expenses
$1,960
Participant loans
$387,389

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$10,816
2023
$11,058
2024
$11,872
Plan-paid administrative expenses per participant
2022
$11
2023
$12
2024
$11
Active participants
2022
156
2023
148
2024
148
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$11,87214845M20251013092133NAL0000920545001
2023$11,05814836.6M20240913095234NAL0019487058001
2022$10,81615629.8M20230922094530NAL0004050881001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.9%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
133647361-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2008
Industry
Professional, scientific, and technical services
Amended filing
Yes
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2A2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANCEBERNSTEIN L.P.2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
CARILLON FUNDS2024Not reportedunknown
DIMENSIONAL FUND ADVISORS2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
LOOMIS SAYLES FUNDS2024Not reportedunknown
METROPOLITAN LIFE2024Not reportedunknown
MFS FUND DISTRIBUTORS, INC.2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20251013092133NAL0000920545001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗