Original filing (PDF)20251024083108NAL0002159169001

GLOBUS MEDICAL INC.

Name: GLOBUS MEDICAL INC. — GLOBUS MEDICAL INC. 401(K) PLAN, Form 5500 (2024)
Creator: GLOBUS MEDICAL INC.

Form 5500

FILING_RECEIVED

GLOBUS MEDICAL INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

1 failed disclosure

Active participants

3,311

Accounts w/ balance

3,311

Plan assets (EOY)

$233.4M

Net assets (EOY)

$233.4M

How this plan invests

This plan

4 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBUS MEDICAL INC..

Plan sponsor

Name

GLOBUS MEDICAL INC.

EIN

04-3744954

Address

2560 GENERAL ARMISTEAD AVENUE · AUDUBON, PA · 19403

Phone

(610) 930-1800

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-24

Pension benefit codes

2F · ERISA section 404(c)

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2G · Total participant-directed accounts

2J · 401(k) feature

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$265K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPTRUST	26-0058143	—	INVESTMENT ADVISOR	$64K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

4 pooled funds· $0(0% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
C&S US REALTY CT COHEN & STEERS COLLECTIVE INVESTMENT TRUST · EIN 46-3411346 / PN 064	Common Collective Trust	$0	<0.1%
EAGLE MID CAP GR 1 ALTA TRUST COMPANY · EIN 83-0524193 / PN 001	Common Collective Trust	$0	<0.1%