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Original filing (PDF)20251008160053NAL0003134803001
TOSHIBA GLOBAL COMMERCE SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
TOSHIBA TEC U.S. EMPLOYEES' 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
3,416
Accounts w/ balance
3,671
Plan assets (EOY)
$484.6M
Net assets (EOY)
$484.6M
How this plan invests
This plan
22 pooled trusts
Schedule D
27 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOSHIBA GLOBAL COMMERCE SOLUTIONS, INC..
Plan sponsor
Name
TOSHIBA GLOBAL COMMERCE SOLUTIONS, INC.
EIN
45-5236414
Address
3901 S. MIAMI BLVD · DURHAM, NC · 27703
Phone
(984) 444-2551
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
2025-10-08
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
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
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $243K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT, INC. | 33-0905143 | — | INVESTMENT ADVISOR | $134K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLER KAPLAN | 95-2036255 | — | ACCOUNTANT/AUDITOR | $15K | — |
Investments
11 direct securities · 22 pooled funds· $580.7M(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.
Common Collective Trust
$346.7M
22 holdings
Uncategorized
$234.0M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH MOD 2035 M GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $99.6M | 20.6% | |
| Flexpath Index Moderate Retirement Fund | — | — | — | $92.8M | 19.2% | |
| FLEXPATH MOD RET M GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $92.8M | 19.2% | |
| Similar Party Description of Investment Value Mutual Funds Fidelity*: 500 Index Fund | — | — | — | $71.0M | 14.7% | |
| FLEXPATH MOD 2045 M GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $42.0M | 8.7% | |
| LARGE CAP GR III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $21.4M | 4.4% | |
| FLEXPATH AGR 2035 M GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $17.5M | 3.6% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $17.5M | 3.6% | |
| Equity Income Fund | — | — | — | $16.5M | 3.4% | |
| FLEXPATH MOD 2055 M GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $15.0M | 3.1% | |
| Vanguard: Extended Market Index Fund | — | — | — | $14.8M | 3.1% | |
| Flexpath Index Aggressive Retirement Fund | — | — | — | $11.8M | 2.4% | |
| FLEXPATH AGR RET M GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $11.8M | 2.4% | |
| FLEXPATH AGR 2045 M GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $7.5M | 1.5% | |
| Victory Capital Sycamore Small Company Opportunity Fund | — | — | — | $7.0M | 1.4% | |
| International Index Fund | — | — | — | $6.9M | 1.4% | |
| Participant Loans* Secured, Interest Rates from 4.25% to 9.50% | — | — | — | $5.4M | 1.1% | |
| Flexpath Index Conservative Retirement Fund | — | — | — | $4.8M | 1.0% | |
| FLEXPATH CON RET M GREAT GRAY TRUST COMPANY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $4.8M | 1.0% | |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $4.2M | 0.9% | |
| FLEXPATH CON 2035 M GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $3.5M | 0.7% | |
| SMALL CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $2.7M | 0.6% | |
| FLEXPATH AGR 2055 M GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $2.6M | 0.5% | |
| Inflation Protected Securities Fund | — | — | — | $2.4M | 0.5% | |
| FLEXPATH CON 2045 M GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $1.6M | 0.3% | |
| FLEXPATH MOD 2065 M GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $892K | 0.2% | |
| FLEXPATH CON 2055 M GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $668K | 0.1% | |
| Treasury Money Market Fund | — | — | — | $593K | 0.1% | |
| FLEXPATH AGR 2065 M GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $388K | <0.1% | |
| FLEXPATH CON 2065 M GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271380 / PN 761 | Common Collective Trust | — | — | $10K | <0.1% | |
| FLEXPATH CON 2025 M GREAT GRAY TRUST COMPANY · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH AGR 2025 M GREAT GRAY TRUST COMPANY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH MOD 2025 M GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% |