Amber Monahan signed Globalization Partners' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Globalization Partners' EIN is 47-5511100.
Download the official 2024 Form 5500 (PDF) for Globalization Partners from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Globalization Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund N/A | Common Collective Trusts | — | — | $7.4M | 20.1% | |
| Fidelity Investments Fidelity Freedom® 2045 Fund Class K6 N/A | Mutual Funds | — | — | $4.3M | 11.8% | |
| Fidelity Investments Fidelity Freedom® 2050 Fund Class K6 N/A | Mutual Funds | — | — | $4.3M | 11.7% | |
| Fidelity Investments Fidelity Freedom® 2055 Fund Class K6 N/A | Mutual Funds | — | — | $3.8M | 10.3% | |
| Fidelity Investments Fidelity Freedom® 2035 Fund Class K6 N/A | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $2.1M | 5.7% | |
| Fidelity Investments Fidelity Freedom® 2030 Fund Class K6 N/A | Mutual Funds | — | — | $1.7M | 4.5% | |
| Fidelity Investments Fidelity Freedom® 2060 Fund Class K6 N/A | Mutual Funds | — | — | $1.4M | 3.7% | |
| Fidelity Investments Fidelity International Index Fund N/A | Common Collective Trusts | — | — | $1.0M | 2.8% | |
| Putnam Investments Putnam Large Cap Value Fund – R6 N/A | Mutual Funds | — | — | $961K | 2.6% | |
| Fidelity Investments Fidelity Extended Market Index Fund N/A | Common Collective Trusts | — | — | $789K | 2.2% | |
| Fidelity Investments Fidelity Freedom® 2025 Fund Class K6 N/A | Mutual Funds | — | — | $761K | 2.1% | |
| Fidelity Investments Fidelity Freedom® 2065 Fund Class K6 N/A | Mutual Funds | — | — | $475K | 1.3% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund N/A | Common Collective Trusts | — | — | $464K | 1.3% | |
| Registered Investment Companies American Funds American Funds New World Fund – R6 N/A | Mutual Funds | — | — | $446K | 1.2% | |
| for terms not to exceed 5 years. -0- | Other securities | — | — | $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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $138K | 0.4% | |
| Money Market Accounts * Fidelity Investments Fidelity Government Money Market Fund – K6 N/A | Mutual Funds | — | — | $138K | 0.4% | |
| DWS RREEF Real Estate Securities Fund – R6 N/A | Other securities | — | — | $103K | 0.3% | |
| Fidelity Investments Fidelity Inflation-Protected Bond Index Fund N/A | Common Collective Trusts | — | — | $99K | 0.3% | |
| Fidelity Investments BrokerageLink® Unit N/A | Mutual Funds | — | — | $62K | 0.2% | |
| PGIM Investments PGIM Global Total Return Fund – R6 N/A | Other securities | — | — | $33K | <0.1% | |
| Fidelity Investments Fidelity Freedom® 2010 Fund Class K6 N/A | Mutual Funds | — | — | $25K | <0.1% | |
| Fidelity Investments Fidelity Freedom Income Fund – K6 N/A | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $18K | <0.1% | |
| Fidelity Investments BrokerageLink® Fidelity Fund N/A | Mutual Funds | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
