Barbara Williams signed Glovis Alabama, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Glovis Alabama, LLC's EIN is 43-2037591.
Download the official 2024 Form 5500 (PDF) for Glovis Alabama, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Glovis Alabama, 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 | $84K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2030 TARG DATERET R6 | Other securities | — | — | $955K | 13.0% | |
| AMERFUNDS 2040 TARG DATERET R6 | Other securities | — | — | $870K | 11.8% | |
| PARTICIPANT LOANS | Participant loans | — | — | $796K | 10.8% | |
| AMERFUNDS 2050 TARG DATERET R6 | Other securities | — | — | $673K | 9.2% | |
| FID 500 IND | Mutual Funds | — | — | $660K | 9.0% | |
| AMERFUNDS 2060 TARG DATERET R6 | Other securities | — | — | $452K | 6.1% | |
| AMERICAN FUNDS 2055 TARGET R6 | Mutual Funds | — | — | $423K | 5.8% | |
| AMERFUNDS 2045 TARG DATERET R6 | Other securities | — | — | $397K | 5.4% | |
| VANGUARD FEDERAL MM INV | Mutual Funds | — | — | $326K | 4.4% | |
| AMERFUNDS 2035 TARG DATERET R6 | Other securities | — | — | $199K | 2.7% | |
| VICTORY ESTABLISHED VALUE R6 | Other securities | — | — | $198K | 2.7% | |
| VANGUARD TAX-MANAGED BAL ADM | Mutual Funds | — | — | $155K | 2.1% | |
| AMERFUNDS 2025 TARG DATERET R6 | Other securities | — | — | $148K | 2.0% | |
| VANGUARD VALUE INDEX FUND ADMR | Common Collective Trusts | — | — | $115K | 1.6% | |
| BLACKROCK MIDCAP GROWTH EQ K | Other securities | — | — | $95K | 1.3% | |
| AMERFUNDS 2020 TARG DATERET R6 | Other securities | — | — | $91K | 1.2% | |
| MFS INTL INTRINSIC VALUE R6 | Mutual Funds | — | — | $84K | 1.1% | |
| AB GROWTH FUND CLASS I | Other securities | — | — | $83K | 1.1% | |
| T ROWE PRICE GLB STOCK | Mutual Funds | — | — | $66K | 0.9% | |
| FID SLCT S&IT SVCS PORT | Mutual Funds | — | — | $65K | 0.9% | |
| BR HEALTH SCIENCES OPPS K | Other securities | — | — | $54K | 0.7% | |
| NUVEEN RE SECURITIES SELECT R6 | Mutual Funds | — | — | $50K | 0.7% | |
| ALGER SMALL CAP FOCUS Z | Other securities | — | — | $47K | 0.6% | |
| VANGUARD GNMA ADM | Agency / Mortgage-Backed | — | — | $46K | 0.6% | |
| FID MID CAP INDEX | Mutual Funds | — | — | $45K | 0.6% | |
| PGIM HIGH YIELD FUND R6 | Other securities | — | — | $41K | 0.6% | |
| BLK EMERGING MARKET INST | Other securities | — | — | $38K | 0.5% | |
| COLUMBIA SMALL CAP INDEX I2 | Other securities | — | — | $38K | 0.5% | |
| AMERFUNDS 2010 TARG DATERET R6 | Other securities | — | — | $31K | 0.4% | |
| VOYA INTERM BOND I | Other securities | — | — | $25K | 0.3% | |
| FIDELITY MULTI-ASSET INDEX | Mutual Funds | — | — | $24K | 0.3% | |
| GS SMALL CAP VALUE INSIGHTS R6 | Other securities | — | — | $20K | 0.3% | |
| PIMCO INTL BOND USD HDGD I | Mutual Funds | — | — | $19K | 0.3% | |
| FIDELITY SEL UTIL PORT | Mutual Funds | — | — | $11K | 0.1% | |
| AMERFUNDS AMER BALANCED - R6 | Other securities | — | — | $8K | 0.1% | |
| AMERFUNDS 2015 TARG DATERET R6 | Other securities | — | — | $2K | <0.1% | |
| VANGUARD FINANCIALS INDEX ADM | Mutual Funds | — | — | $275 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $11K |
| — |
