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Original filing (PDF)20251013145746NAL0002256448001
GLOBAL TOTE US LLC
Form 5500
FILING_RECEIVED
GLOBAL TOTE US, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
113
Accounts w/ balance
103
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBAL TOTE US LLC.
Plan sponsor
Name
GLOBAL TOTE US LLC
EIN
01-0894947
Address
2319 WHITNEY AVE · SUITE 5A · HAMDEN, CT · 06518
Phone
(475) 766-2781
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $569 | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
29 direct securities· $6.9M(100% of reported assets)
Uncategorized
$5.4M
28 holdings
Mutual Funds
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MainStay Large Cap Growth R1 | Mutual Funds | — | — | $1.5M | 21.7% | |
| Fidelity Investments 500 Index Fund | — | — | — | $971K | 14.1% | |
| Fidelity Investments Freedom 2030 K | — | — | — | $538K | 7.8% | |
| Fidelity Investments Freedom 2040 K | — | — | — | $536K | 7.8% | |
| Fidelity Investments Freedom 2035 K | — | — | — | $435K | 6.3% | |
| Money Market Fund * Fidelity Investments Government Money Market Fund | — | — | — | $339K | 4.9% | |
| All Spring Small Company Growth Fund Adm | — | — | — | $318K | 4.6% | |
| Fidelity Investments International Discovery | — | — | — | $273K | 4.0% | |
| Fidelity Investments Freedom 2050 K | — | — | — | $199K | 2.9% | |
| American Beacon Large Cap Value | — | — | — | $190K | 2.8% | |
| Fidelity Investments Freedom 2025 K | — | — | — | $185K | 2.7% | |
| Fidelity Investments Freedom 2020 K | — | — | — | $167K | 2.4% | |
| Fidelity Investments International Index Fund | — | — | — | $164K | 2.4% | |
| Notes Receivable from Participants * Notes receivable from Interest rates ranging from 4.25% to 9.50% with | — | — | — | $138K | 2.0% | |
| Fidelity Investments Freedom 2055 K | — | — | — | $130K | 1.9% | |
| MFS Mid Cap Growth Fund Class R4 | — | — | — | $117K | 1.7% | |
| PIMCO Total Return Admin | — | — | — | $109K | 1.6% | |
| Fidelity Investments Extended Market Index Fund | — | — | — | $105K | 1.5% | |
| Fidelity Investments Freedom 2045 K | — | — | — | $82K | 1.2% | |
| Vanguard Total Bond Market Adm | — | — | — | $79K | 1.2% | |
| Fidelity Investments Freedom Income K | — | — | — | $77K | 1.1% | |
| Fidelity Investments High Income | — | — | — | $55K | 0.8% | |
| Fidelity Investments Freedom 2010 K | — | — | — | $44K | 0.6% | |
| Glenmede Small Cap Equity Portfolio Class Advisor | — | — | — | $30K | 0.4% | |
| Fidelity Investments Freedom 2015 K | — | — | — | $24K | 0.3% | |
| Artisan Mid Cap Value Investor | — | — | — | $21K | 0.3% | |
| Fidelity Investments Freedom 2060 K | — | — | — | $19K | 0.3% | |
| Fidelity Investments Freedom 2065 K | — | — | — | $13K | 0.2% | |
| Northern Small Cap Value | — | — | — | $12K | 0.2% |
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