How big is Global Communities' plan?

Global Communities' plan reported $42.7M in assets and 174 participants for 2024.

Original filing (PDF)20251001154508NAL0014489856001

Global Communities

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

Form 5500

FILING_RECEIVED

Global Communities 401(k) Profit Sharing Plan

401(k) retirement plan · Global Communities' Global Communities 401(k) Profit Sharing Plan held $42.7M in plan assets for 174 participants in 2024, with Empower as recordkeeper.

Active participants

174

Accounts w/ balance

340

Plan assets (EOY)

$42.7M

Net assets (EOY)

$42.7M

People on this filing

Yidnekachew Tessema signed Global Communities' 2024 Form 5500 as plan administrator.

Yidnekachew Tessema — 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

Global Communities' EIN is 52-0846183.

EIN 52-0846183

Plan number 002

Plan year 2024

ACK ID 20251001154508NAL0014489856001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Global Communities' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

46 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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

GLOBAL COMMUNITIES

EIN

all filings

Address

7700 WISCONSIN AVENUE SUITE 1100 · BETHESDA, MD · 20814

Phone

(301) 587-4700

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$8K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
COMMONWEALTH EQUITY SERVICES LLC DB	—	WALTHAM, MA	INVESTMENT ADVISOR	$90K	—

Investments

46 direct securities· $38.2M(89% of reported assets)

Mutual Funds

$27.7M

29 holdings

Common Collective Trusts

$7.1M

5 holdings

Other securities

$2.9M

9 holdings

Bonds / Notes

$270K

1 holding

U.S. Treasuries

$235K

2 holdings

					% of plan
MFS Lifetime 2050 Fund Mutual Fund N/A	Mutual Funds	—	—	$5.4M	12.7%
Columbia High Yield Bond INST Fund Mutual Fund N/A 518 Fidelity 500 Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$4.5M	10.6%
MFS Growth Fund Mutual Fund N/A	Mutual Funds	—	—	$3.6M	8.5%
MFS Lifetime 2040 Fund Mutual Fund N/A	Mutual Funds	—	—	$2.8M	6.7%
MFS Lifetime 2030 Fund Mutual Fund N/A	Mutual Funds	—	—	$2.5M	5.8%
Federated Herms Mdt Mid CP Growth Mutual Fund N/A	Other securities	—	—	$1.8M	4.2%
Vanguard Equity-Income Fund Mutual Fund N/A	Mutual Funds	—	—	$1.5M	3.4%
Fidelity International Indx Fd Mutual Fund N/A	Mutual Funds	—	—	$1.2M	2.8%
Fidelity U.S. Bond Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$1.0M	2.4%
American Funds New Prspctve Fd Mutual Fund N/A	Mutual Funds	—	—	$1.0M	2.4%
Fidelity Large Cap Growth Ind Fd Mutual Fund N/A	Mutual Funds	—	—	$963K	2.3%
MFS Lifetime 2045 Fund Mutual Fund N/A	Mutual Funds	—	—	$942K	2.2%
MFS Lifetime 2035 Fund Mutual Fund N/A	Mutual Funds	—	—	$877K	2.1%
MFS Moderate Allocation Fund Mutual Fund N/A	Mutual Funds	—	—	$751K	1.8%
Fidelity Small Cap Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$632K	1.5%
MFS Lifetime Income Fund Mutual Fund N/A	Mutual Funds	—	—	$606K	1.4%
PGIM Total Return Bd Fd Mutual Fund N/A	Other securities	—	—	$599K	1.4%
MFS Lifetime 2060 Fund Mutual Fund N/A	Mutual Funds	—	—	$594K	1.4%
American Funds High INC TR R6 Mutual Fund N/A	Mutual Funds	—	—	$594K	1.4%
Fidelity Mid Cap Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$562K	1.3%
MFS Lifetime 2055 Fund Mutual Fund N/A	Mutual Funds	—	—	$505K	1.2%
Mfs Research International R6 Mutual Fund N/A	Mutual Funds	—	—	$454K	1.1%
MFS Mid CAP Value R6 Mutual Fund N/A	Mutual Funds	—	—	$449K	1.0%
MassMutual Us Government Mny Mkt Fd Mutual Fund N/A 313 MFS Agg Growth Allocation Fund Mutual Fund N/A	Mutual Funds	—	—	$415K	1.0%
American Funds Balanced Fund Mutual Fund N/A	Mutual Funds	—	—	$393K	0.9%
Pimco Rae Us Small Instl Mutual Fund N/A	Mutual Funds	—	—	$372K	0.9%
MFS Lifetime 2025 Fund Mutual Fund N/A	Mutual Funds	—	—	$362K	0.8%
Fidelity Emerging Mrkts Idx Fd Mutual Fund N/A	Common Collective Trusts	—	—	$341K	0.8%
Fidelity Mid Cap Growth Index Fd Mutual Fund N/A	Mutual Funds	—	—	$320K	0.7%
Principal Real Estate Secs Fd Mutual Fund N/A	Other securities	—	—	$284K	0.7%
Interest rates from * Notes receivable from participants 4.25% to 9.50% -0-	Bonds / Notes	—	—	$270K	0.6%
Fidelity Large Cap Value Ind Fd Mutual Fund N/A	Mutual Funds	—	—	$257K	0.6%
Fidelity Mid Cap Value Index Fd Mutual Fund N/A	Mutual Funds	—	—	$244K	0.6%
American Funds New World R6 Mutual Fund N/A	Mutual Funds	—	—	$178K	0.4%
Fidelity Small Cap Growth Index Fd Mutual Fund N/A	Mutual Funds	—	—	$165K	0.4%
Fidelity Infl Prot Bond Ind Fd Mutual Fund N/A	U.S. Treasuries	—	—	$118K	0.3%
Pimco Int Bond (Usd-Hedged) Inst Mutual Fund N/A	U.S. Treasuries	—	—	$117K	0.3%
Fidelity Small Cap Value Index Fd Mutual Fund N/A	Mutual Funds	—	—	$89K	0.2%
Vanguard Ftse Social Index Admiral Mutual Fund N/A	Mutual Funds	—	—	$82K	0.2%
Goldman Sachs International Eq Esg Instl Mutual Fund N/A	Other securities	—	—	$58K	0.1%
Victory Trivalent Int Sm-Cp Fd Mutual Fund N/A	Other securities	—	—	$56K	0.1%
JP Morgan Small Cap Growth Fd Mutual Fund N/A	Other securities	—	—	$45K	0.1%
Calvert Core Bond I Mutual Fund N/A	Other securities	—	—	$37K	<0.1%
MFS Conservative Allocation Fund Mutual Fund N/A	Mutual Funds	—	—	$36K	<0.1%
Calvert Small Cap I Mutual Fund N/A	Other securities	—	—	$22K	<0.1%
Parnassus Core Equity - Inst Mutual Fund N/A	Other securities	—	—	$17K	<0.1%