Original filing (PDF)20251013173303NAL0000872403001

Glovis America, Inc.

Name: Glovis America, Inc. — Glovis America, Inc. 401(k), Form 5500 (2024)
Creator: Glovis America, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Glovis America, Inc. 401(k) Plan

401(k) retirement plan · Glovis America, Inc.'s Glovis America, Inc. 401(k) Plan held $38.8M in plan assets for 1,450 participants in 2024, with John Hancock as recordkeeper.

Signals · 1

Late participant contributions

Active participants

1,450

Accounts w/ balance

1,102

Plan assets (EOY)

$38.8M

Net assets (EOY)

$38.8M

How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1249K (16% of contributions).
Total administrative cost in the bottom quartile of peers (21st percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GLOVIS AMERICA, INC..

Plan sponsor

Name

GLOVIS AMERICA, INC.

EIN

06-1658107all filings

Address

18191 VON KARMAN AVE. SUITE 500 · IRVINE, CA · 92612

Phone

(714) 435-2970

Industry

Transportation & Warehousing

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK	01-0233346	—	RETAINED BY EMPLOYER	$123K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL CORPORATION	04-3046611	—	INVESTMENT ADVISORY-PLAN	$57K	—

Accountant / Auditor

Investments

28 direct securities· $38.8M(100% of reported assets)

Mutual Funds

$25.6M

12 holdings

Common Collective Trusts

$5.5M

5 holdings

Other securities

$4.0M

8 holdings

Cash / Money Market

$1.8M

1 holding

Bonds / Notes

$1.8M

1 holding

U.S. Treasuries

$137K

1 holding

					% of plan
Vanguard 500 Index Fund	Common Collective Trusts	—	—	$4.2M	10.9%
American Funds American Target 2040 Fund	Mutual Funds	—	—	$3.8M	9.7%
American Funds American Target 2030 Fund	Mutual Funds	—	—	$3.4M	8.8%
American Funds American Target 2050 Fund	Mutual Funds	—	—	$3.4M	8.8%
American Funds American Target 2035 Fund	Mutual Funds	—	—	$3.1M	8.1%
American Funds American Target 2045 Fund	Mutual Funds	—	—	$3.0M	7.7%
American Funds American Target 2055 Fund	Mutual Funds	—	—	$2.9M	7.5%
American Funds American Target 2025 Fund	Mutual Funds	—	—	$2.3M	6.0%
Registered Investment Companies AllianceBernstein AB Large Cap Growth Fund	Other securities	—	—	$2.2M	5.5%
American Funds American Target 2060 Fund	Mutual Funds	—	—	$1.9M	4.9%
Money Market Fund JPMorgan US Government Market Cap Fund	Cash / Money Market	—	—	$1.8M	4.7%
Notes Receivable from Participants * Participant Loans Interest rates ranging from 4.25% - 9.50% -	Bonds / Notes	—	—	$1.8M	4.6%
Hartford Mutual Funds Hartford Dividend and Growth Fund	Other securities	—	—	$861K	2.2%
American Funds American Target 2020 Fund	Mutual Funds	—	—	$817K	2.1%
American Funds American Funds New Perspective Fund	Mutual Funds	—	—	$735K	1.9%
JPMorgan Small Cap Growth Fund	Other securities	—	—	$709K	1.8%
Fidelity Investments Fidelity US Bond Index Fund	Common Collective Trusts	—	—	$663K	1.7%
Fidelity Investments Fidelity Global ex. US Index Fund	Common Collective Trusts	—	—	$244K	0.6%
Vanguard Small Cap Growth Index Fund	Common Collective Trusts	—	—	$224K	0.6%
Fidelity Investments Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$147K	0.4%
JPMorgan Government Bond Fund	U.S. Treasuries	—	—	$137K	0.4%
MFS International Growth Fund	Mutual Funds	—	—	$117K	0.3%
Empower T. Rowe Mid Cap Growth Fund	Other securities	—	—	$109K	0.3%
John Hancock John Hancock Bond Fund	Other securities	—	—	$98K	0.3%
BrandyWineGlobal Legg Mason BW Global Opportunities Bond Fund	Other securities	—	—	$49K	0.1%
MFS New Discovery Value Fund	Mutual Funds	—	—	$48K	0.1%
Allspring Global Investments Allspring Special Mid Cap Value Fund	Other securities	—	—	$41K	0.1%
Columbia Overseas Value Fund	Other securities	—	—	$11K	<0.1%