Selma Attride signed Global Strategy Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Global Strategy Group, LLC's EIN is 20-0159660.
Download the official 2024 Form 5500 (PDF) for Global Strategy Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Global Strategy Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS INC | 04-3422848 | — | ADVISOR | $33K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2040 Fund " | Mutual Funds | — | — | $2.8M | 14.8% | |
| Fidelity Freedom 2050 Fund " | Mutual Funds | — | — | $2.8M | 14.7% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $2.7M | 14.0% | |
| Fidelity Freedom 2030 Fund " | Mutual Funds | — | — | $2.6M | 13.7% | |
| Fidelity Freedom 2035 Fund " | Mutual Funds | — | — | $2.0M | 10.3% | |
| Fidelity Freedom 2055 Fund " | Mutual Funds | — | — | $1.5M | 7.6% | |
| Fidelity Freedom 2045 Fund " | Mutual Funds | — | — | $1.2M | 6.0% | |
| Fidelity Freedom 2060 Fund " | Mutual Funds | — | — | $992K | 5.2% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $398K | 2.1% | |
| MFS International Diversification Fund " | Mutual Funds | — | — | $365K | 1.9% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $306K | 1.6% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $290K | 1.5% | |
| MFS Growth Fund " | Mutual Funds | — | — | $203K | 1.1% | |
| Fidelity Total Bond Fund " | Mutual Funds | — | — | $201K | 1.1% | |
| Fidelity Freedom 2065 Fund " | Mutual Funds | — | — | $184K | 1.0% | |
| Fidelity Limited Term Bond Fund " | Mutual Funds | — | — | $127K | 0.7% | |
| Fidelity Strategic Dividend & Income Fund " ** 80 * Fidelity U.S. Bond Index Fund " | Common Collective Trusts | — | — | $122K | 0.6% | |
| Parnassus Core Equity Fund " | Other securities | — | — | $113K | 0.6% | |
| Columbia Dividend Income Fund Mutual fund | Other securities | — | — | $109K | 0.6% | |
| Participant Loans (4.50% - 9.50%) - | Bonds / Notes | — | — | $55K | 0.3% | |
| Brokerage Link Self-directed brokerage account | Self-Directed Brokerage | — | — | $50K | 0.3% | |
| Fidelity Strategic Income " | Mutual Funds | — | — | $32K | 0.2% | |
| Fidelity Government Money Market Fund " | Mutual Funds | — | — | $32K | 0.2% | |
| Fidelity Balanced Fund " | Mutual Funds | — | — | $30K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | 04-3499945 | — | ACCOUNTANT/AUDITOR | $12K | — |
