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Original filing (PDF)20251013102608NAL0001024529001
GLOBALIZATION PARTNERS
Form 5500
FILING_RECEIVED
GLOBALIZATION PARTNERS 401K PLAN
401(k) retirement plan
Active participants
590
Accounts w/ balance
753
Plan assets (EOY)
$36.7M
Net assets (EOY)
$36.7M
How this plan invests
This plan
5 pooled trusts
Schedule D
34 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
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBALIZATION PARTNERS.
Plan sponsor
Name
GLOBALIZATION PARTNERS
EIN
47-5511100
Address
175 FEDERAL STREET, 17TH FLOOR · BOSTON, MA · 02110
Phone
(888) 855-5328
Industry
Admin Support & Waste Mgmtsee 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
2025-10-13
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
HFA CERTIFIED PUBLIC ACCOUNTANTS
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 | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
Investments
30 direct securities · 5 pooled funds· $36.7M(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.
Uncategorized
$33.7M
28 holdings
Common Collective Trust
$3.0M
5 holdings
Common Stocks
$20K
1 holding
Preferred Stocks
$1K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund N/A | — | — | — | $7.4M | 20.1% | |
| Fidelity Investments Fidelity Freedom® 2045 Fund Class K6 N/A | — | — | — | $4.3M | 11.8% | |
| Fidelity Investments Fidelity Freedom® 2050 Fund Class K6 N/A | — | — | — | $4.3M | 11.7% | |
| Fidelity Investments Fidelity Freedom® 2055 Fund Class K6 N/A | — | — | — | $3.8M | 10.3% | |
| Fidelity Investments Fidelity Freedom® 2035 Fund Class K6 N/A | — | — | — | $2.4M | 6.5% | |
| GG LRG CAP GR IV R1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-4435820 / PN 001 | Common Collective Trust | — | — | $2.3M | 6.2% | |
| Fidelity Investments Fidelity Freedom® 2040 Fund Class K6 N/A | — | — | — | $2.1M | 5.7% | |
| Fidelity Investments Fidelity Freedom® 2030 Fund Class K6 N/A | — | — | — | $1.7M | 4.5% | |
| Fidelity Investments Fidelity Freedom® 2060 Fund Class K6 N/A | — | — | — | $1.4M | 3.7% | |
| Fidelity Investments Fidelity International Index Fund N/A | — | — | — | $1.0M | 2.8% | |
| Putnam Investments Putnam Large Cap Value Fund – R6 N/A | — | — | — | $961K | 2.6% | |
| Fidelity Investments Fidelity Extended Market Index Fund N/A | — | — | — | $789K | 2.2% | |
| Fidelity Investments Fidelity Freedom® 2025 Fund Class K6 N/A | — | — | — | $761K | 2.1% | |
| Fidelity Investments Fidelity Freedom® 2065 Fund Class K6 N/A | — | — | — | $475K | 1.3% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund N/A | — | — | — | $464K | 1.3% | |
| Registered Investment Companies American Funds American Funds New World Fund – R6 N/A | — | — | — | $446K | 1.2% | |
| for terms not to exceed 5 years. -0- | — | — | — | $342K | 0.9% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $308K | 0.8% | |
| Fidelity Investments Fidelity Total Bond Fund – K6 N/A | — | — | — | $305K | 0.8% | |
| GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $218K | 0.6% | |
| Fidelity Investments Fidelity Small Cap Growth Fund – K6 N/A | — | — | — | $200K | 0.5% | |
| PIMCO STABLE INC II SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $161K | 0.4% | |
| Fidelity Investments Fidelity Freedom® 2020 Fund Class K6 N/A | — | — | — | $138K | 0.4% | |
| Money Market Accounts * Fidelity Investments Fidelity Government Money Market Fund – K6 N/A | — | — | — | $138K | 0.4% | |
| DWS RREEF Real Estate Securities Fund – R6 N/A | — | — | — | $103K | 0.3% | |
| Fidelity Investments Fidelity Inflation-Protected Bond Index Fund N/A | — | — | — | $99K | 0.3% | |
| Fidelity Investments BrokerageLink® Unit N/A | — | — | — | $62K | 0.2% | |
| PGIM Investments PGIM Global Total Return Fund – R6 N/A | — | — | — | $33K | <0.1% | |
| Fidelity Investments Fidelity Freedom® 2010 Fund Class K6 N/A | — | — | — | $25K | <0.1% | |
| Fidelity Investments Fidelity Freedom Income Fund – K6 N/A | — | — | — | $24K | <0.1% | |
| * Fidelity Investments BrokerageLink® Common Stock N/A | Common Stocks | — | — | $20K | <0.1% | |
| Fidelity Investments Fidelity Freedom® 2015 Fund Class K6 N/A | — | — | — | $18K | <0.1% | |
| Fidelity Investments BrokerageLink® Fidelity Fund N/A | — | — | — | $7K | <0.1% | |
| * Fidelity Investments BrokerageLink® Preferred Stock N/A | Preferred Stocks | — | — | $1K | <0.1% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |