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Original filing (PDF)20251007165223NAL0005077649001
GLOBAL EDUCATIONAL EXCELLENCE, LLC
Form 5500
FILING_RECEIVED
GLOBAL EDUCATIONAL EXCELLENCE 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
753
Accounts w/ balance
860
Plan assets (EOY)
$19.6M
Net assets (EOY)
$19.6M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
85
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBAL EDUCATIONAL EXCELLENCE, LLC.
Plan sponsor
Name
GLOBAL EDUCATIONAL EXCELLENCE, LLC
EIN
38-3418987
Address
2455 SOUTH INDUSTRIAL · HIGHWAY · ANN ARBOR, MI · 48104
Phone
(734) 369-9500
Industry
Educational 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
2025-10-07
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLCC
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 | $63K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 | — | INVESTMENT ADVISOR | $19K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
28 direct securities · 1 pooled fund· $19.6M(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
$19.5M
28 holdings
Common Collective Trust
$38K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 | — | — | — | $3.1M | 15.8% | |
| Vanguard Target Retirement 2050 | — | — | — | $3.1M | 15.7% | |
| Vanguard Target Retirement 2040 | — | — | — | $2.6M | 13.3% | |
| Vanguard Target Retirement 2030 | — | — | — | $2.6M | 13.1% | |
| Vanguard Target Retirement 2035 | — | — | — | $1.6M | 8.1% | |
| Vanguard Target Retirement 2055 | — | — | — | $1.4M | 7.2% | |
| Fidelity 500 Index Fund | — | — | — | $812K | 4.1% | |
| Vanguard Target Retirement 2025 | — | — | — | $771K | 3.9% | |
| Vanguard Target Retirement 2060 | — | — | — | $693K | 3.5% | |
| Vanguard Target Retirement 2020 | — | — | — | $673K | 3.4% | |
| Vanguard Inflation Protected Admiral | — | — | — | $402K | 2.0% | |
| PIMCO Diversified Income A | — | — | — | $401K | 2.0% | |
| Vanguard Target Retirement 2065 | — | — | — | $255K | 1.3% | |
| NYLI Winslow Large Cap Growth Class A | — | — | — | $221K | 1.1% | |
| Fidelity Management Trust Company Money market fund - Fidelity Government Money Market Fund | — | — | — | $192K | 1.0% | |
| Fidelity Extended Market Index Fund | — | — | — | $159K | 0.8% | |
| Vanguard Target Retirement Income | — | — | — | $109K | 0.6% | |
| MFS International Value Fund Class R3 | — | — | — | $72K | 0.4% | |
| T. Rowe Price T. Rowe Price QM US Small-Cap GR 1 | — | — | — | $70K | 0.4% | |
| Vanguard International Stock Admiral Shares | — | — | — | $58K | 0.3% | |
| Vanguard International Growth ADM | — | — | — | $56K | 0.3% | |
| John Hancock John Hancock Funds Disciplined Valued Fund | — | — | — | $49K | 0.2% | |
| T. Rowe Price T. Rowe Price IS Mid Cap Equity Growth Fund | — | — | — | $38K | 0.2% | |
| Fidelity Management Trust Company Common/collective trust fund - Fidelity Managed Income Portfolio | — | — | — | $38K | 0.2% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $38K | 0.2% | |
| JPMorgan Mid Cap Value Fund Class R6 | — | — | — | $37K | 0.2% | |
| Fidelity Total Bond Fund | — | — | — | $37K | 0.2% | |
| American Beacon American Beacon Small Cap Value Investment Fund | — | — | — | $34K | 0.2% | |
| Fidelity US Bond Index Fund | — | — | — | $18K | <0.1% |
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