Strategic Global Advisors, LLC

Form 5500

STRATEGIC GLOBAL ADVISORS, LLC

100 Bayview Circle STE 650, Newport Beach, Ca 92660 (949) 438-2601 EIN:20-4414459 Plan Admin:Masha Simonian

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSTRATEGIC GLOBAL ADVISORS, LLC 401K Plan #001 Participants BOY/EOY34 / 31 Assets BOY/EOY$3,419,580 / $3,958,016	2023	STRATEGIC GLOBAL ADVISORS, LLC 401K - Plan #001	34 / 31	$3,419,580 / $3,958,016
2022	Plan NameSTRATEGIC GLOBAL ADVISORS, LLC 401K Plan #001 Participants BOY/EOY33 / 34 Assets BOY/EOY$3,507,320 / $3,419,580	2022	STRATEGIC GLOBAL ADVISORS, LLC 401K - Plan #001	33 / 34	$3,507,320 / $3,419,580
2021	Plan NameSTRATEGIC GLOBAL ADVISORS, LLC 401K Plan #001 Participants BOY/EOY32 / 33 Assets BOY/EOY$2,920,810 / $3,507,320	2021	STRATEGIC GLOBAL ADVISORS, LLC 401K - Plan #001	32 / 33	$2,920,810 / $3,507,320
2020	Plan NameSTRATEGIC GLOBAL ADVISORS, LLC 401K Plan #001 Participants BOY/EOY32 / 32 Assets BOY/EOY$2,195,871 / $2,920,810	2020	STRATEGIC GLOBAL ADVISORS, LLC 401K - Plan #001	32 / 32	$2,195,871 / $2,920,810
2019	Plan NameSTRATEGIC GLOBAL ADVISORS, LLC 401K Plan #001 Participants BOY/EOY29 / 32 Assets BOY/EOY$1,287,832 / $2,195,871	2019	STRATEGIC GLOBAL ADVISORS, LLC 401K - Plan #001	29 / 32	$1,287,832 / $2,195,871