Akiva Distenfeld signed Globe Tax Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Globe Tax Services, Inc.'s EIN is 13-3647361.
Download the official 2024 Form 5500 (PDF) for Globe Tax Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Globe Tax Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $6.3M | 14.1% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $4.8M | 10.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $3.1M | 6.9% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $2.5M | 5.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $2.4M | 5.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.9M | 4.2% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.9M | 4.2% | |
| DFA US LARGE CAP VALUE PORT I | Registered Investment Companies | — | — | $1.8M | 4.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.7M | 3.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.7M | 3.7% | |
| AB HIGH INCOME Z | Registered Investment Companies | — | — | $1.6M | 3.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.6M | 3.5% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $1.4M | 3.2% | |
| AMFUNDS CAP WRLD GR INC - R6 | Registered Investment Companies | — | — | $1.1M | 2.5% | |
| VANGUARD US GROWTH FUND ADM | Registered Investment Companies | — | — | $980K | 2.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $959K | 2.1% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $884K | 2.0% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $747K | 1.7% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $726K | 1.6% | |
| LOOMIS SAYLES CORE PLUS BOND N | Registered Investment Companies | — | — | $683K | 1.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $670K | 1.5% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $571K | 1.3% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $498K | 1.1% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $496K | 1.1% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $409K | 0.9% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $299K | 0.7% | |
| VAN TARG RETIRE 2070 113 REGISTERED INVESTMENT COMPANY VANGUARD WINDSOR FUND ADMIRAL | Registered Investment Companies | — | — | $287K | 0.6% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $210K | 0.5% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $180K | 0.4% | |
| DFA US CORE EQUITY 1 PORT INST | Registered Investment Companies | — | — | $158K | 0.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $96K | 0.2% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $40K | <0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $32K | <0.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $23K | <0.1% | |
| CARILLON CHARTWELL SMALL CAPR6 | Registered Investment Companies | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
