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Original filing (PDF)20250725083159NAL0006371281001

GLOBE ENGINEERING CO INC

Form 5500
FILING_RECEIVED
GLOBE ENGINEERING CO INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
228
Accounts w/ balance
249
Plan assets (EOY)
$136.2M
Net assets (EOY)
$136.2M
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
  • No recordkeeper disclosed on Schedule C.
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 GLOBE ENGINEERING CO INC.
Plan sponsor
Name
GLOBE ENGINEERING CO INC
EIN
48-0720478
Address
P O BOX 12407 · WICHITA, KS · 67277
Phone
(316) 943-1266
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-07-25
Pension benefit codes
2E · Profit-sharing
2I · Stock bonus
2O · ESOP (non-leveraged)
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
ALLEN, GIBBS & HOULIK, L. C.
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

1 rows
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
UBS FINANCIAL SERVICES INC13-2638166NEW YORK, NYINVESTMENT ADVISORY$0—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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