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Original filing (PDF)20251013093058NAL0000423203001
GLOBOFORCE, INC.
Form 5500
FILING_RECEIVED
GLOBOFORCE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
440
Accounts w/ balance
556
Plan assets (EOY)
$55.8M
Net assets (EOY)
$55.8M
How this plan invests
This plan
1 pooled trust
Schedule D
45 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBOFORCE, INC..
Plan sponsor
Name
GLOBOFORCE, INC.
EIN
20-8734194
Address
100 STAPLES DRIVE · FRAMINGHAM, MA · 01702
Phone
(508) 229-1500
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
2025-10-13
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)
Auditor
RSMUS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$86K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | ADVISOR | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | ACCOUNTANT/AUDITOR | $28K | — |
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.
Uncategorized
$55.7M
44 holdings
Common Collective Trust
$67K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2050 Fund Class A Mutual Fund n/a | — | — | — | $7.9M | 14.1% | |
| Fidelity Advisor Freedom 2055 Fund Class A Mutual Fund n/a | — | — | — | $6.7M | 12.0% | |
| iShares S&P 500 Index Fund Investor A Shares Mutual Fund n/a | — | — | — | $6.6M | 11.9% | |
| Fidelity Advisor Freedom 2040 Fund Class A Mutual Fund n/a | — | — | — | $5.9M | 10.5% | |
| Fidelity Advisor Freedom 2045 Fund Class A Mutual Fund n/a | — | — | — | $5.3M | 9.5% | |
| Fidelity Advisor Freedom 2035 Fund Class A Mutual Fund n/a | — | — | — | $3.6M | 6.5% | |
| Fidelity Advisor Freedom 2030 Fund Class A Mutual Fund n/a | — | — | — | $3.6M | 6.4% | |
| Fidelity Advisor Freedom 2060 Fund Class A Mutual Fund n/a | — | — | — | $3.0M | 5.3% | |
| Federated Hermes Mid-Cap Index Fund Service Mutual Fund n/a | — | — | — | $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 | — | — | — | $1.0M | 1.8% | |
| Franklin Growth Series Class A Mutual Fund n/a | — | — | — | $807K | 1.4% | |
| IS MSCI EAFE INTL A Mutual Fund n/a | — | — | — | $757K | 1.4% | |
| VRTS K SM-CAP GR A Mutual Fund n/a | — | — | — | $745K | 1.3% | |
| COL S TECH & INFO A Mutual Fund n/a | — | — | — | $696K | 1.2% | |
| Fidelity Advisor Freedom 2025 Fund Class A Mutual Fund n/a | — | — | — | $621K | 1.1% | |
| Victory Sycamore Established Value Fund Class A Mutual Fund n/a | — | — | — | $509K | 0.9% | |
| PGIM Jennison Mid-Cap Growth Fund- Class A Mutual Fund n/a | — | — | — | $501K | 0.9% | |
| American Funds New Perspective Fund Class R-4 Mutual Fund n/a | — | — | — | $491K | 0.9% | |
| iShares Russell 2000 Small-Cap Index Fund Investor Mutual Fund n/a | — | — | — | $471K | 0.8% | |
| Columbia Dividend Income Fund Class A Mutual Fund n/a | — | — | — | $427K | 0.8% | |
| FID INFL PR BD IDX Mutual Fund n/a | — | — | — | $416K | 0.7% | |
| Fidelity Advisor International Capital Appreciation Fund Mutual Fund n/a | — | — | — | $415K | 0.7% | |
| Loomis Sayles Core Plus Bond Fund Class A Mutual Fund n/a | — | — | — | $399K | 0.7% | |
| BlackRock Health Sciences Opportunities Portfolio Investor Mutual Fund n/a | — | — | — | $375K | 0.7% | |
| Participant Loans to participants varies 3.25%-8.50% | — | — | — | $373K | 0.7% | |
| Fidelity Advisor Freedom 2015 Fund Class A Mutual Fund n/a | — | — | — | $297K | 0.5% | |
| Invesco Gold & Special Minerals Fund Class A Mutual Fund n/a | — | — | — | $293K | 0.5% | |
| JPMorgan Emerging Markets Equity Fund Class A Mutual Fund n/a | — | — | — | $292K | 0.5% | |
| Fidelity Advisor Asset Manager 70% Fund Class A Mutual Fund n/a | — | — | — | $263K | 0.5% | |
| JPMorgan High Yield Fund Class A Mutual Fund n/a | — | — | — | $254K | 0.5% | |
| Fidelity Advisor Freedom 2065 Fund Class A Mutual Fund n/a | — | — | — | $237K | 0.4% | |
| Federated Hermes Clover Small Value Fund Class A Mutual Fund n/a | — | — | — | $221K | 0.4% | |
| Fidelity Advisor Financial Services Fund Class A Mutual Fund n/a | — | — | — | $216K | 0.4% | |
| Victory Integrity Discovery Fund Class A Mutual Fund n/a | — | — | — | $155K | 0.3% | |
| Fidelity Advisor Asset Manager 50% Fund Class A Mutual Fund n/a | — | — | — | $126K | 0.2% | |
| Allspring Special Mid Cap Value Fund - Class A Mutual Fund n/a | — | — | — | $108K | 0.2% | |
| Domini Impact International Equity Fund Investor Shares Mutual Fund n/a | — | — | — | $98K | 0.2% | |
| PIMCO Global Bond Opportunities Fund Class A Mutual Fund n/a | — | — | — | $79K | 0.1% | |
| TCW MW INTERM BD M Mutual Fund n/a | — | — | — | $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 | — | — | — | $66K | 0.1% | |
| BNY Mellon Bond Market Index Fund - Investor Shares Mutual Fund n/a | — | — | — | $30K | <0.1% | |
| Fidelity Advisor Materials Fund Class A Mutual Fund n/a | — | — | — | $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 | — | — | — | $4K | <0.1% | |
| FA FREEDOM INC A Mutual Fund n/a | — | — | — | $1K | <0.1% |