Julie Kennedy signed The Global Edge Consultants, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Global Edge Consultants, LLC's EIN is 33-1213409.
Download the official 2023 Form 5500 (PDF) for The Global Edge Consultants, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The Global Edge Consultants, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | 59-1237041 | — | INVESTMENT/FINANCIAL ADVI | $30K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $5.2M | 93.9% | |
| MYWAYRETIREMENT INDEX 2045 R WILMINGTON TRUST COMPANY · EIN 38-4065301 / PN 385 | Common Collective Trust | — | — | $719K | 12.9% | |
| MYWAYRETIREMENT INDEX 2050 R WILMINGTON TRUST COMPANY · EIN 38-4065307 / PN 391 | Common Collective Trust | — | — | $657K | 11.8% | |
| MYWAYRETIREMENT INDEX 2055 R WILMINGTON TRUST COMPANY · EIN 38-4065302 / PN 386 | Common Collective Trust | — | — | $649K | 11.6% | |
| MYWAYRETIREMENT INDEX 2035 R WILMINGTON TRUST COMPANY · EIN 38-4065300 / PN 384 | Common Collective Trust | — | — | $447K | 8.0% | |
| BLACKROCK EQ INDEX 1 WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $404K | 7.2% | |
| MYWAYRETIREMENT INDEX 2060 R WILMINGTON TRUST COMPANY · EIN 38-4065297 / PN 381 | Common Collective Trust | — | — | $252K | 4.5% | |
| BLACKROCK RUSSELL 2000 IDX R WILMINGTON TRUST · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $249K | 4.5% | |
| MYWAYRETIREMENT INDEX 2025 R WILMINGTON TRUST COMPANY · EIN 38-4065299 / PN 383 | Common Collective Trust | — | — | $235K | 4.2% | |
| MYWAYRETIREMENT INDEX 2030 R WILMINGTON TRUST COMPANY · EIN 38-4065294 / PN 378 | Common Collective Trust | — | — | $230K | 4.1% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $219K | 3.9% | |
| MYWAYRETIREMENT INDEX 2040 R WILMINGTON TRUST COMPANY · EIN 38-4065295 / PN 379 | Common Collective Trust | — | — | $200K | 3.6% | |
| MYWAYRETIREMENT IDX RET R WILMINGTONTRUST COMPANY · EIN 38-4065298 / PN 382 | Common Collective Trust | — | — | $183K | 3.3% | |
| [Assets held in participant loans] | Other | — | — | $121K | 2.2% | |
| BLACKROCK MID CAP EQ IDX 1 WILMINGTON TRUST · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $116K | 2.1% | |
| MYWAYRETIREMENT LARGE CAP GR R WILMINGTON TRUST COMPANY · EIN 38-4139869 / PN 647 | Common Collective Trust | — | — | $94K | 1.7% | |
| BLACKROCK EAFE EQ IDX R WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $89K | 1.6% | |
| MYWAYRETIREMENT SM CAP GR R WILMINGTON TRUST COMPANY · EIN 83-3963461 / PN 650 | Common Collective Trust | — | — | $86K | 1.5% | |
| MYWAYRETIREMENT INDEX 2065 R WILMINGTON TRUST COMPANY · EIN 38-4139859 / PN 636 | Common Collective Trust | — | — | $82K | 1.5% | |
| MYWAYRETIREMENT REAL EST R WILMINGTON TRUST COMPANY · EIN 38-7264530 / PN 693 | Common Collective Trust | — | — | $81K | 1.4% | |
| BLACKROCK U.S. TIPS INDEX 1 WILMINGTON TRUST · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $77K | 1.4% | |
| MYWAYRETIREMENT INTL GR R WILMINGTON TRUST COMPANY · EIN 38-4139868 / PN 646 | Common Collective Trust | — | — | $76K | 1.4% | |
| MYWAYRETIREMENT LARGE CP VAL R WILMINGTON TRUST COMPANY · EIN 38-7264527 / PN 690 | Common Collective Trust | — | — | $49K | 0.9% | |
| MYWAYRETIREMENT BAL R WILMINGTON TRUST COMPANY · EIN 38-4139866 / PN 644 | Common Collective Trust | — | — | $41K | 0.7% | |
| MYWAYRETIREMENT EMG MKT R WILMINGTON TRUST COMPANY · EIN 38-7264529 / PN 692 | Common Collective Trust | — | — | $38K | 0.7% | |
| MYWAYRETIREMENT GL BD R WILMINGTON TRUST COMPANY · EIN 38-7264531 / PN 694 | Common Collective Trust | — | — | $32K | 0.6% | |
| MYWAYRETIREMENT MULTISEC BD R WILMINGTON TRUST COMPANY · EIN 38-4139871 / PN 649 | Common Collective Trust | — | — | $30K | 0.5% | |
| MYWAYRETIREMENT COMM R WILMINGTON TRUST COMPANY · EIN 38-7264532 / PN 695 | Common Collective Trust | — | — | $28K | 0.5% | |
| MYWAYRETIREMENT SM CP VAL R WILMINGTON TRUST COMPANY · EIN 85-3975085 / PN 651 | Common Collective Trust | — | — | $27K | 0.5% | |
| MYWAYRETIREMENT MID CAP GR R WILMINGTON TRUST COMPANY · EIN 38-4139870 / PN 648 | Common Collective Trust | — | — | $20K | 0.4% | |
| MYWAYRETIREMENT MD CP VAL R WILMINGTON TRUST COMPANY · EIN 38-7264528 / PN 691 | Common Collective Trust | — | — | $20K | 0.4% | |
| BLACKROCK US DEBT IDX 1 WILMINGTON TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $17K | 0.3% | |
| COL OVER VAL CIT MWR INTL VAL WILMINGTON TRUST CO · EIN 38-4126285 / PN 589 | Common Collective Trust | — | — | $15K | 0.3% | |
| MYWAYRETIREMENT CORE BD R WILMINGTON TRUST COMPANY · EIN 38-4139867 / PN 645 | Common Collective Trust | — | — | $4K | <0.1% |
