How big is Gellert Global Group's plan?

Gellert Global Group's plan reported $85.3M in assets and 1,834 participants for 2024.

Original filing (PDF)20251013105700NAL0002559202001

Gellert Global Group

Name: Gellert Global Group — Gellert Global Group, Form 5500 (2024)
Creator: Gellert Global Group
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Gellert Global Group Retirement Plan

401(k) retirement plan · Gellert Global Group's Gellert Global Group Retirement Plan held $85.3M in plan assets for 1,834 participants in 2024, with Merrill (Bank of America) as recordkeeper.

Signals · 1

Late participant contributions

Active participants

1,834

Accounts w/ balance

576

Plan assets (EOY)

$85.3M

Net assets (EOY)

$85.3M

People on this filing

IRA Weinberg signed Gellert Global Group's 2024 Form 5500 as plan administrator.

IRA Weinberg — 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

Gellert Global Group's EIN is 26-0722578.

EIN 26-0722578

Plan number 001

Plan year 2024

ACK ID 20251013105700NAL0002559202001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gellert Global Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

3 pooled trusts

Schedule D

35 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 224K (4% of contributions).
Total administrative cost in the bottom quartile of peers (9th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Plan sponsor

Name

GELLERT GLOBAL GROUP

EIN

all filings

Address

ONE ATALANTA PLAZA · ELIZABETH, NJ · 07206

Phone

(908) 351-8000

Industry

Wholesale Trade

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

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER AND S	13-5674085	—	RECORDKEEPER	$280K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT CAPITAL GROUP	86-1109193	—	CONSULTANT	$226K	—

Accountant / Auditor

Investments

35 direct securities · 3 pooled funds· $83.2M(98% 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.

Common Collective Trusts

$33.0M

6 holdings

Other securities

$21.3M

7 holdings

Mutual Funds

$13.8M

19 holdings

Common Collective Trust

$13.3M

3 holdings

Bonds / Notes

$1.1M

1 holding

Common Stocks

$664K

1 holding

Cash / Money Market

$95K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Fidelity$35.2M JPMorgan$11.8M Columbia Threadneedle$7.3M Loomis Sayles$4.5M American Funds (Capital Group)$3.6M Franklin Templeton$3.1M Prudential / PGIM$1.1M Dodge & Cox$751K BlackRock / iShares

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Name	EIN	Location	Relation	Direct comp	Indirect comp
RSM US LLP	42-0714325	—	ACCOUNTANT	$50K	—

					% of plan
Fidelity Large Cap Growth Index Fund	Common Collective Trusts	—	—	$16.0M	18.8%
JPMorgan Large Cap Growth Fund	Other securities	—	—	$11.8M	13.8%
COLUMBIA TRUST DIVIDEND INCOME FUND AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 090	Common Collective Trust	—	$5.2M	$7.3M	8.6%
NEW YORK LIFE ANCHOR ACCT CL 3 NEW YORK LIFE · EIN 13-5582869 / PN 125	Common Collective Trust	—	—	$6.0M	7.0%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$5.6M	6.5%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$4.9M	5.8%
Loomis Sayles Loomis Sayles Investment Grade Bond Fund Class N	Other securities	—	—	$4.5M	5.3%
Franklin Templeton Franklin Small Cap Value Fund Class R6	Mutual Funds	—	—	$3.1M	3.7%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$2.9M	3.4%
Fidelity Concord Street Trust—Fidelity International Index Fund	Common Collective Trusts	—	—	$2.7M	3.2%
CARILLON EAGLE MID CP GRTH R6 MUTUAL FUNDS	Other securities	—	$3.1M	$2.6M	3.1%
Fidelity Emerging Markets	Mutual Funds	—	—	$2.2M	2.6%
Putnam Small Cap Growth Fund R6	Mutual Funds	—	—	$2.1M	2.5%
MFS Mid Cap Value Fund Class R6	Mutual Funds	—	—	$1.5M	1.8%
American Funds American Funds Growth and Income Portfolio	Mutual Funds	—	—	$1.4M	1.6%
Interest rates of 4.25% to 9.50%; maturity through 2029	Bonds / Notes	—	—	$1.1M	1.3%
LOAN FUND LOANS	Other securities	—	$1.1M	$1.1M	1.3%
PGIM Investments PGIM High Yield Fund—Class R6	Other securities	—	—	$1.1M	1.2%
Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$843K	1.0%
Dodge & Cox Dodge & Cox Funds—Dodge & Cox Global Bond Fund	Mutual Funds	—	—	$751K	0.9%
Blackrock Global Allocation Fund, Inc. Class K	Common Stocks	—	—	$664K	0.8%
American Funds American Funds 2030 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$399K	0.5%
American Funds American Funds 2035 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$347K	0.4%
American Funds American Funds 2025 Target Date Retirement Fund	Mutual Funds	—	—	$319K	0.4%
Dimensional Fund Advisors DFA Real Estate Securities Portfolio Institutional Class	Mutual Funds	—	—	$304K	0.4%
American Funds American Funds 2045 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$288K	0.3%
Allianz Life Insurance Contracts	Other securities	—	—	$214K	0.3%
American Funds American Funds 2050 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$187K	0.2%
AMERICAN FUNDS 2065 TARGET R6 MUTUAL FUNDS	Mutual Funds	—	$149K	$169K	0.2%
American Funds American Funds 2060 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$161K	0.2%
American Funds American Funds 2040 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$153K	0.2%
Dimensional Fund Advisors DFA Inflation-Protected Securities Portfolio Institutional Class	Mutual Funds	—	—	$150K	0.2%
American Funds American Funds 2055 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$118K	0.1%
BLF FEDFUND MONEY MARKET	Cash / Money Market	—	$95K	$95K	0.1%
American Funds American Funds 2010 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$22K	<0.1%
American Funds American Funds 2015 Target Date Retirement Fund Class R-6 ** 738 American Funds American Funds 2020 Target Date Retirement Fund Class R-6	Mutual Funds	—	—	$8K	<0.1%
ACCRUED INCOME ACCRUED INCOME	Other securities	—	$2K	$2K	<0.1%
COLUMBIA TRUST DIVIDEND INCOME FUND AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 166	Common Collective Trust	—	—	$0	<0.1%

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