JEFF D. Teague signed Globe Engineering Co Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Globe Engineering Co Inc.'s EIN is 48-0720478.
Download the official 2023 Form 5500 (PDF) for Globe Engineering Co Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Globe Engineering Co Inc.'s plan includes profit-sharing, an ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | NEW YORK, NY | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Globe Engineering Co, Inc. Common Stock | Common Stocks | — | $6.5M | $105.1M | 77.1% | |
| Schwab/ Roy Papp LCG | Mutual Funds | — | $2.9M | $10.7M | 7.9% | |
| Schwab/ Roy Papp Bond Funds | Mutual Funds | — | $3.4M | $3.5M | 2.5% | |
| UBS NFJ LCDV | Other securities | — | $2.1M | $2.6M | 1.9% | |
| UBS MFS LCV | Mutual Funds | — | $2.0M | $2.6M | 1.9% | |
| UBS All Ber LCB/BAL | Other securities | — | $1.9M | $2.2M | 1.6% | |
| UBS QGARP Wichita | Other securities | — | $940K | $1.5M | 1.1% | |
| Schwab/ Roy Papp Reserve Funds | Mutual Funds | — | $1.2M | $1.2M | 0.9% | |
| UBS | Other securities | — | $1.0M | $1.2M | 0.9% | |
| UBS Fixed Income | Other securities | — | $1.2M | $1.1M | 0.8% | |
| UBS Eagle SCG | Other securities | — | $685K | $885K | 0.7% | |
| UBS Cash Reserves Fund | Cash / Money Market | — | $283K | $283K | 0.2% | |
| Schwab/ Roy Papp ETF Funds | Mutual Funds | — | $61K | $243K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
