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Original filing (PDF)20250724073105NAL0005594544001
HCL GLOBAL SYSTEMS, INC.
Form 5500
FILING_RECEIVED
HCL GLOBAL SYSTEMS 401(K) PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
617
Accounts w/ balance
233
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Concentration risk
85
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "VAN TARGET RETIRE 2050" is 29% of plan.
- Only 38% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HCL GLOBAL SYSTEMS, INC..
Plan sponsor
Name
HCL GLOBAL SYSTEMS, INC.
EIN
13-4309337
Address
24543 INDOPLEX CIRCLE, SUITE 220 · FARMINGTON HILLS, MI · 48335
Phone
(248) 473-0720
Industry
Professional & Technical Servicessee 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
2025-07-24
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)
Auditor
SMITH & HOWARD PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE WEALTH ADVISORS | 27-0397626 | — | INVESTMENT/FINANCIAL ADVI | $25K | — |
Investments
39 direct securities· $6.7M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.0M | 28.6% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.1M | 15.6% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $737K | 10.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $681K | 9.9% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $546K | 8.0% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $269K | 3.9% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $194K | 2.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $154K | 2.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $118K | 1.7% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $115K | 1.7% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $83K | 1.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $75K | 1.1% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $69K | 1.0% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $68K | 1.0% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $63K | 0.9% | |
| INV DISC MID CAP GROWTH R6 | Registered Investment Companies | — | — | $60K | 0.9% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $45K | 0.7% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $40K | 0.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $29K | 0.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $28K | 0.4% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $28K | 0.4% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $27K | 0.4% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $25K | 0.4% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $24K | 0.4% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $23K | 0.3% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $22K | 0.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $21K | 0.3% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $18K | 0.3% | |
| FEDERATED KAUFMANN SMALLCAP R6 | Registered Investment Companies | — | — | $17K | 0.3% | |
| VANGUARD SHRT TRM TREASURY ADM | Registered Investment Companies | — | — | $13K | 0.2% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $10K | 0.2% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $10K | 0.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $9K | 0.1% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $9K | 0.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $6K | <0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $5K | <0.1% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $5K | <0.1% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $3K | <0.1% | |
| JAN HEND GLOBAL EQUITY INC N | Registered Investment Companies | — | — | $3K | <0.1% |
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