How big is Globoforce, Inc.'s plan?

Globoforce, Inc.'s plan reported $55.8M in assets and 440 participants for 2024.

Original filing (PDF)20251013093058NAL0000423203001

Globoforce, Inc.

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

Form 5500

FILING_RECEIVED

Globoforce, Inc. 401(k) Plan

401(k) retirement plan · Globoforce, Inc.'s Globoforce, Inc. 401(k) Plan held $55.8M in plan assets for 440 participants in 2024, with Fidelity as recordkeeper.

Active participants

440

Accounts w/ balance

556

Plan assets (EOY)

$55.8M

Net assets (EOY)

$55.8M

People on this filing

Wendy Lebeau signed Globoforce, Inc.'s 2024 Form 5500 as plan administrator.

Wendy Lebeau — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Globoforce, Inc.'s EIN is 20-8734194.

EIN 20-8734194

Plan number 001

Plan year 2024

ACK ID 20251013093058NAL0000423203001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Globoforce, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Globoforce, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

44 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

GLOBOFORCE, INC.

EIN

all filings

Address

100 STAPLES DRIVE · FRAMINGHAM, MA · 01702

Phone

(508) 229-1500

Industry

Professional & Technical Services

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

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
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$86K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY	26-4310632	—	ADVISOR	$0	—

Accountant / Auditor

Investments

44 direct securities · 1 pooled fund· $55.8M(100% of reported assets)

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.

Mutual Funds

$39.8M

21 holdings

Common Collective Trusts

$8.9M

5 holdings

Other securities

$6.6M

16 holdings

Bonds / Notes

$373K

1 holding

Common Collective Trust

$67K

1 holding

Common Stocks

$1K

1 holding

					% of plan
Fidelity Advisor Freedom 2050 Fund Class A Mutual Fund n/a	Mutual Funds	—	—	$7.9M	14.1%
Fidelity Advisor Freedom 2055 Fund Class A Mutual Fund n/a	Mutual Funds	—	—	$6.7M	12.0%
iShares S&P 500 Index Fund Investor A Shares Mutual Fund n/a	Common Collective Trusts	—	—	$6.6M	11.9%
Fidelity Advisor Freedom 2040 Fund Class A Mutual Fund n/a	Mutual Funds	—	—	$5.9M	10.5%
Fidelity Advisor Freedom 2045 Fund Class A Mutual Fund n/a	Mutual Funds	—	—	$5.3M	9.5%
Fidelity Advisor Freedom 2035 Fund Class A Mutual Fund n/a	Mutual Funds	—	—	$3.6M	6.5%
Fidelity Advisor Freedom 2030 Fund Class A Mutual Fund n/a	Mutual Funds	—	—	$3.6M	6.4%
Fidelity Advisor Freedom 2060 Fund Class A Mutual Fund n/a	Mutual Funds	—	—	$3.0M	5.3%
Federated Hermes Mid-Cap Index Fund Service Mutual Fund n/a	Common Collective Trusts	—	—	$1.4M	2.5%
Alger Small Cap Focus Fund Class A Mutual Fund n/a - JPMorgan U.S. Equity Fund Class A Mutual Fund n/a	Other securities	—	—	$1.0M	1.8%
Franklin Growth Series Class A Mutual Fund n/a	Mutual Funds	—	—	$807K	1.4%
IS MSCI EAFE INTL A Mutual Fund n/a	Other securities	—	—	$757K	1.4%
VRTS K SM-CAP GR A Mutual Fund n/a	Other securities	—	—	$745K	1.3%
COL S TECH & INFO A Mutual Fund n/a	Other securities	—	—	$696K	1.2%
Fidelity Advisor Freedom 2025 Fund Class A Mutual Fund n/a	Mutual Funds	—	—	$621K	1.1%
Victory Sycamore Established Value Fund Class A Mutual Fund n/a	Other securities	—	—	$509K	0.9%
PGIM Jennison Mid-Cap Growth Fund- Class A Mutual Fund n/a	Other securities	—	—	$501K	0.9%
American Funds New Perspective Fund Class R-4 Mutual Fund n/a	Mutual Funds	—	—	$491K	0.9%
iShares Russell 2000 Small-Cap Index Fund Investor Mutual Fund n/a	Common Collective Trusts	—	—	$471K	0.8%
Columbia Dividend Income Fund Class A Mutual Fund n/a	Other securities	—	—	$427K	0.8%
FID INFL PR BD IDX Mutual Fund n/a	Common Collective Trusts	—	—	$416K	0.7%
Fidelity Advisor International Capital Appreciation Fund Mutual Fund n/a	Mutual Funds	—	—	$415K	0.7%
Loomis Sayles Core Plus Bond Fund Class A Mutual Fund n/a	Other securities	—	—	$399K	0.7%
BlackRock Health Sciences Opportunities Portfolio Investor Mutual Fund n/a	Other securities	—	—	$375K	0.7%
Participant Loans to participants varies 3.25%-8.50%	Bonds / Notes	—	—	$373K	0.7%
Fidelity Advisor Freedom 2015 Fund Class A Mutual Fund n/a	Mutual Funds	—	—	$297K	0.5%
Invesco Gold & Special Minerals Fund Class A Mutual Fund n/a	Mutual Funds	—	—	$293K	0.5%
JPMorgan Emerging Markets Equity Fund Class A Mutual Fund n/a	Other securities	—	—	$292K	0.5%
Fidelity Advisor Asset Manager 70% Fund Class A Mutual Fund n/a	Mutual Funds	—	—	$263K	0.5%
JPMorgan High Yield Fund Class A Mutual Fund n/a	Other securities	—	—	$254K	0.5%
Fidelity Advisor Freedom 2065 Fund Class A Mutual Fund n/a	Mutual Funds	—	—	$237K	0.4%
Federated Hermes Clover Small Value Fund Class A Mutual Fund n/a	Other securities	—	—	$221K	0.4%
Fidelity Advisor Financial Services Fund Class A Mutual Fund n/a	Mutual Funds	—	—	$216K	0.4%
Victory Integrity Discovery Fund Class A Mutual Fund n/a	Other securities	—	—	$155K	0.3%
Fidelity Advisor Asset Manager 50% Fund Class A Mutual Fund n/a	Mutual Funds	—	—	$126K	0.2%
Allspring Special Mid Cap Value Fund - Class A Mutual Fund n/a	Other securities	—	—	$108K	0.2%
Domini Impact International Equity Fund Investor Shares Mutual Fund n/a	Other securities	—	—	$98K	0.2%
PIMCO Global Bond Opportunities Fund Class A Mutual Fund n/a	Mutual Funds	—	—	$79K	0.1%
TCW MW INTERM BD M Mutual Fund n/a	Other securities	—	—	$74K	0.1%
FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026	Common Collective Trust	—	—	$67K	0.1%
Nuveen Real Estate Securities Fund Class A Mutual Fund n/a	Mutual Funds	—	—	$66K	0.1%
BNY Mellon Bond Market Index Fund - Investor Shares Mutual Fund n/a	Common Collective Trusts	—	—	$30K	<0.1%
Fidelity Advisor Materials Fund Class A Mutual Fund n/a	Mutual Funds	—	—	$18K	<0.1%
Fidelity Advisor Freedom® 2010 Fund Class A Mutual Fund n/a - Goldman Sachs Government Income Fund Class A Mutual Fund n/a	Mutual Funds	—	—	$4K	<0.1%
FA FREEDOM INC A Mutual Fund n/a	Common Stocks	—	—	$1K	<0.1%