How big is Globalvcard LLC's plan?

Globalvcard LLC's plan reported $8.7M in assets and 183 participants for 2024.

Original filing (PDF)20251002132951NAL0000363891001

Globalvcard LLC

Name: Globalvcard LLC — Globalvcard LLC 401(k) Plan, Form 5500 (2024)
Creator: Globalvcard LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Globalvcard LLC 401(k) Plan

401(k) retirement plan · Globalvcard LLC's Globalvcard LLC 401(k) Plan held $8.7M in plan assets for 183 participants in 2024, with ADP as recordkeeper.

Signals · 1

Late participant contributions

Active participants

183

Accounts w/ balance

203

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

People on this filing

Krista Brennan signed Globalvcard LLC's 2024 Form 5500 as plan administrator.

Krista Brennan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Globalvcard LLC's EIN is 45-5377944.

EIN 45-5377944

Plan number 001

Plan year 2024

ACK ID 20251002132951NAL0000363891001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Globalvcard LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Globalvcard LLC's plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GLOBALVCARD LLC.

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 32K (2% of contributions).

Plan sponsor

Name

GLOBALVCARD LLC

EIN

all filings

Address

3301 BONITA BEACH RD · BONITA SPRINGS, FL · 34134

Phone

(239) 947-5169

Industry

Finance & Insurance

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

2025-10-02

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP RETIREMENT SERVICES	22-1467904	—	NONE	$38K	—

Investments

29 direct securities· $7.3M(83% of reported assets)

Mutual Funds

$6.4M

21 holdings

Common Collective Trusts

$448K

1 holding

Other securities

$351K

6 holdings

Participant loans

$32K

1 holding

					% of plan
American Funds 2050 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$1.3M	14.5%
American Funds 2045 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$855K	9.8%
American Funds 2060 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$732K	8.4%
American Funds 2035 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$715K	8.2%
American Funds 2025 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$691K	7.9%
American Funds 2055 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$501K	5.8%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$448K	5.1%
American Funds 2030 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$334K	3.8%
Vanguard Treasury Money Market Fund Mutual Fund	Mutual Funds	—	—	$265K	3.0%
Fidelity Small Cap Index Mutual Fund	Mutual Funds	—	—	$205K	2.4%
through November 2029 -	Other securities	—	—	$182K	2.1%
Fidelity Contrafund - K Mutual Fund	Mutual Funds	—	—	$160K	1.8%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$139K	1.6%
American Funds 2065 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$112K	1.3%
American Funds 2020 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$104K	1.2%
TRP Capital Appreciation Mutual Fund	Other securities	—	—	$79K	0.9%
Putnam Large Cap Value R6 Mutual Fund	Mutual Funds	—	—	$75K	0.9%
MFS International Diversification R6 Mutual Fund	Mutual Funds	—	—	$72K	0.8%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$69K	0.8%
Fidelity Advisor Total Bond Z Mutual Fund	Mutual Funds	—	—	$42K	0.5%
DFA Real Estate Sec Port Inst Mutual Fund	Mutual Funds	—	—	$36K	0.4%
Fidelity US Bond Index Mutual Fund	Mutual Funds	—	—	$35K	0.4%
ParticipantTransferredLate to Plan$ Contributions √ if Late Check HereRepaymentsare Included Participant Loan	Participant loans	—	—	$32K	0.4%
JPM Global Bond Opps R6 Mutual Fund	Other securities	—	—	$26K	0.3%
JPMorgan Mid Cap Value Fund R Mutual Fund	Other securities	—	—	$25K	0.3%
American Beacon Small Cap Value R6 Mutual Fund	Other securities	—	—	$20K	0.2%
AB Small Cap Growth Port Z Mutual Fund	Other securities	—	—	$19K	0.2%
MFS Mid Cap Growth R6 Mutual Fund	Mutual Funds	—	—	$17K	0.2%
American Funds 2010 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$12K	0.1%