Matt Anderson signed Global Data Consultants, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Global Data Consultants, LLC's EIN is 20-0505791.
Download the official 2024 Form 5500 (PDF) for Global Data Consultants, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Global Data Consultants, LLC's plan includes automatic enrollment, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $43K | — |
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.
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 |
|---|---|---|---|---|---|
| PENNSYLVANIA PENSION PLANNERS | — | HARRISBURG, PA | TPA | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $3.4M | 21.8% | |
| LARGE CAP VALUE FUND III CL R1 GREAT GRAY · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $2.6M | 16.9% | |
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $1.7M | 11.2% | |
| Fidelity Investments Fidelity Advisor International Growth Z | Mutual Funds | — | — | $1.3M | 8.0% | |
| CORE BOND FUND CLASS R1 GREAT GRAY · EIN 82-1986152 / PN 000 | Common Collective Trust | — | — | $1.1M | 7.2% | |
| Brandes International Equity R6 | Other securities | — | — | $850K | 5.4% | |
| Fidelity Investments Fidelity US Bond Index | Mutual Funds | — | — | $815K | 5.2% | |
| SMALL CAP VALUE FUND III CLASS R1 GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $701K | 4.5% | |
| SMALL CAP GROWTH FUND II CLASS R1 GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | — | — | $657K | 4.2% | |
| Federated Hennes Institutional High Yield Bond R6 | Common Stocks | — | — | $505K | 3.2% | |
| Allspring Global Investments Allspring Special Mid Cap Value R6 | Mutual Funds | — | — | $441K | 2.8% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $381K | 2.4% | |
| Fidelity Investments Fidelity International Index | Mutual Funds | — | — | $367K | 2.4% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $215K | 1.4% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $125K | 0.8% | |
| Participant Loans Rates Ranging From 4.25% to 9.50% 0 | Bonds / Notes | — | — | $118K | 0.8% | |
| * Empower EI Fixed Account - Series Class I | Insurance Contracts | — | — | $58K | 0.4% | |
| Great West Life & Annuity Ins Co EI Fixed Account | Common Stocks | — | — | $51K | 0.3% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $50K | 0.3% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $39K | 0.3% | |
| INDEXSELECT AGGRESSIVE 2045 FUND GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $30K | 0.2% | |
| Great West Life & Annuity Ins Co Index Select Aggressive 2045 Fund | Common Stocks | — | — | $30K | 0.2% | |
| INDEXSELECT AGGRESSIVE 2055 FUND GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $17K | 0.1% | |
| Great West Life & Annuity Ins Co Forfeiture Account | Common Stocks | — | — | $7K | <0.1% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $5K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2065 FUND I GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $5K | <0.1% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $2K | <0.1% | |
| Great Grey Trust Co. Small Cap Value Fund III Fee Class Rl | Common Stocks | — | — | $1K | <0.1% | |
| INDEXSELECT AGGRESSIVE 2035 FUND GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $426 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% |
