OWL INTL.DBA GLOBAL

Plan Contact

  • Address: 2465 CAMPUS DRIVE, SUITE 120,IRVINE,CA
  • Contact person: THERESA KHOLOMA
  • Phone: (949) 797-2001

Plan General Information

OWL INTL.DBA GLOBAL Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of OWL INTL.DBA GLOBAL is $15,854,534.00.This plan was established in 2005.

OWL INTL.DBA GLOBAL Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in OWL INTL.DBA GLOBAL is 490

OWL INTL.DBA GLOBAL Average Participant Retirement Account Value

In 2023, the average participant retirement account value for OWL INTL.DBA GLOBAL is $32,356.00

OWL INTL.DBA GLOBAL Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for OWL INTL.DBA GLOBAL is $3,984.00.

OWL INTL.DBA GLOBAL Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in OWL INTL.DBA GLOBAL is approximately $653.00
Investing in this additonal $653.00 for 20 years would give you extra $41,855.00, assuming a 10% annual return.

OWL INTL.DBA GLOBAL Total Employer Contribution and Match Rate

In 2023, OWL INTL.DBA GLOBAL allocates $320,456.00 to match its employees' contributions, providing an employer match rate of 32.83% of their contributions

OWL INTL.DBA GLOBAL Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of OWL INTL.DBA GLOBAL is 17.78%.

OWL INTL.DBA GLOBAL Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for OWL INTL.DBA GLOBAL is 15.84%. This measures the effectiveness of the plan participants' investments in the year.

OWL INTL.DBA GLOBAL Expense Ratio

In 2023, the investment and administrative expense ratio of OWL INTL.DBA GLOBAL is 0.37%.

Enrollment Features

OWL INTL.DBA GLOBAL has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …