Sylvia Kryzk signed Globe Union Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Globe Union Group, Inc.'s EIN is 37-1428023.
Download the official 2024 Form 5500 (PDF) for Globe Union Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Globe Union Group, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISOR | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $2.9M | 16.4% | |
| Fidelity FA FREEDOM 2030 Z | Mutual Funds | — | — | $2.0M | 11.4% | |
| Fidelity FA FREEDOM 2040 Z | Mutual Funds | — | — | $2.0M | 11.2% | |
| MFS GROWTH R6 | Mutual Funds | — | — | $1.3M | 7.2% | |
| Janus J H BALANCED N | Mutual Funds | — | — | $1.1M | 6.1% | |
| Fidelity FA FREEDOM 2045 Z | Mutual Funds | — | — | $1.0M | 5.8% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $837K | 4.8% | |
| Fidelity FA FREEDOM 2035 Z | Mutual Funds | — | — | $823K | 4.7% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $720K | 4.1% | |
| Fidelity FA FREEDOM 2050 Z | Mutual Funds | — | — | $646K | 3.7% | |
| Fidelity FA FREEDOM 2025 Z | Mutual Funds | — | — | $640K | 3.7% | |
| Putnam PUTN LG CAP VAL R6 | Mutual Funds | — | — | $552K | 3.2% | |
| Fidelity FA FREEDOM 2020 Z | Mutual Funds | — | — | $545K | 3.1% | |
| Fidelity FA TOTAL BOND Z | Mutual Funds | — | — | $479K | 2.7% | |
| Fidelity FA FREEDOM 2055 Z | Mutual Funds | — | — | $476K | 2.7% | |
| MFS INTL GROWTH R6 | Mutual Funds | — | — | $403K | 2.3% | |
| Fidelity FA FREEDOM 2015 Z | Mutual Funds | — | — | $274K | 1.6% | |
| Fidelity FA FREEDOM 2060 Z | Mutual Funds | — | — | $258K | 1.5% | |
| Participants Participant loans (interest rates of 6%, maturity dates ranging from May 2025 to May 2034) | Bonds / Notes | — | — | $199K | 1.1% | |
| Fidelity FA STRAT INCOME Z | Mutual Funds | — | — | $171K | 1.0% | |
| MFS NEW DISC VAL R4 | Mutual Funds | — | — | $93K | 0.5% | |
| Fidelity FA FREEDOM 2065 Z | Mutual Funds | — | — | $73K | 0.4% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $67K | 0.4% | |
| American Century AMCENT INFL ADJBD R5 | Other securities | — | — | $48K | 0.3% | |
| Fidelity FA FREEDOM INC Z | Mutual Funds | — | — | $12K | <0.1% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
