Back to filter
Original filing (PDF)20250923103732NAL0002508883001
GLOBE UNION GROUP, INC.
Form 5500
FILING_RECEIVED
GLOBE UNION GROUP RETIREMENT & SAVINGS PLAN
401(k) retirement plan
Active participants
133
Accounts w/ balance
178
Plan assets (EOY)
$17.5M
Net assets (EOY)
$17.5M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBE UNION GROUP, INC..
Plan sponsor
Name
GLOBE UNION GROUP, INC.
EIN
37-1428023
Address
2500 INTERNATIONALE PARKWAY · WOODRIDGE, IL · 60517
Phone
(773) 732-2370
Industry
Wholesale Tradesee 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
2025-09-23
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISOR | $13K | — |
Investments
25 direct securities · 1 pooled fund· $17.5M(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
$16.7M
25 holdings
Common Collective Trust
$720K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FID 500 INDEX | — | — | — | $2.9M | 16.4% | |
| Fidelity FA FREEDOM 2030 Z | — | — | — | $2.0M | 11.4% | |
| Fidelity FA FREEDOM 2040 Z | — | — | — | $2.0M | 11.2% | |
| MFS GROWTH R6 | — | — | — | $1.3M | 7.2% | |
| Janus J H BALANCED N | — | — | — | $1.1M | 6.1% | |
| Fidelity FA FREEDOM 2045 Z | — | — | — | $1.0M | 5.8% | |
| Fidelity FID MID CAP IDX | — | — | — | $837K | 4.8% | |
| Fidelity FA FREEDOM 2035 Z | — | — | — | $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 | — | — | — | $646K | 3.7% | |
| Fidelity FA FREEDOM 2025 Z | — | — | — | $640K | 3.7% | |
| Putnam PUTN LG CAP VAL R6 | — | — | — | $552K | 3.2% | |
| Fidelity FA FREEDOM 2020 Z | — | — | — | $545K | 3.1% | |
| Fidelity FA TOTAL BOND Z | — | — | — | $479K | 2.7% | |
| Fidelity FA FREEDOM 2055 Z | — | — | — | $476K | 2.7% | |
| MFS INTL GROWTH R6 | — | — | — | $403K | 2.3% | |
| Fidelity FA FREEDOM 2015 Z | — | — | — | $274K | 1.6% | |
| Fidelity FA FREEDOM 2060 Z | — | — | — | $258K | 1.5% | |
| Participants Participant loans (interest rates of 6%, maturity dates ranging from May 2025 to May 2034) | — | — | — | $199K | 1.1% | |
| Fidelity FA STRAT INCOME Z | — | — | — | $171K | 1.0% | |
| MFS NEW DISC VAL R4 | — | — | — | $93K | 0.5% | |
| Fidelity FA FREEDOM 2065 Z | — | — | — | $73K | 0.4% | |
| Fidelity FID SM CAP IDX | — | — | — | $67K | 0.4% | |
| American Century AMCENT INFL ADJBD R5 | — | — | — | $48K | 0.3% | |
| Fidelity FA FREEDOM INC Z | — | — | — | $12K | <0.1% | |
| Fidelity Government Money Market | — | — | — | $2K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Wholesale Trade plans
FORTUNE METAL GROUP INC.
FORTUNE METAL INC. OF RHODE ISLAND 401(K) PROFIT SHARING PLA
$17.5M · 267 participants
WSM INDUSTRIES
WSM INDUSTRIES PROFIT SHARING 401(K) PLAN
$17.4M · 199 participants
HALL BOYS, INC.
HALL BOYS, INC. 401(K) PROFIT SHARING PLAN
$17.3M · 264 participants
MASTERCOOL, INC.
MASTERCOOL, INC. 401(K) SALARY SAVINGS AND PROFIT SHARING PLAN
$17.3M · 125 participants
LOGAN CONTRACTORS SUPPLY, INC.
LOGAN CONTRACTORS SUPPLY, INC. 401(K) PLAN
$17.2M · 173 participants
G-A-P SUPPLY CORP. DBA JOHNSTONE SUPPLY OF TIGARD
G-A-P SUPPLY CORP. 401(K) CASH OR DEFERRED SAVINGS PLAN
$17.2M · 219 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B