Back to filter
Original filing (PDF)20250723144856NAL0008992754001
GLOBAL E-TRADING, LLC
Form 5500-SF
FILING_RECEIVED
GLOBAL E-TRADING, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
120
Accounts w/ balance
54
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 45% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBAL E-TRADING, LLC.
Plan sponsor
Name
GLOBAL E-TRADING, LLC
EIN
45-2476711
Address
18167 US HWY 19N · STE 600 · CLEARWATER, FL · 33764
Phone
(727) 461-1089
Industry
Finance & Insurancesee 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
2025-07-23
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
MORTGAGE300 CORPORATION
MORTGAGE300 CORPORATION 401(K) PLAN
$2.4M · 63 participants
RIVER VALLEY CAPITAL CORPORATION
RIVER VALLEY CAPITAL CORPORATION 401(K) PLAN
$2.4M · 36 participants
AMERICAN SPIRIT PROCESSING, INC.
AMERICAN SPIRIT PROCESSING, INC. DEFINED BENEFIT PENSION PLAN
$2.4M · 1 participants
VIZYPAY LLC
VIZYPAY 401(K) PLAN
$2.4M · 77 participants
H & S FINANCIAL, INC.
H & S FINANCIAL 401K PLAN
$2.4M · 4 participants
PROVISOR, INC.
PROVISOR 401(K) PLAN
$2.5M · 33 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants