Original filing (PDF)20251001154508NAL0014489856001

GLOBAL COMMUNITIES

Name: GLOBAL COMMUNITIES — GLOBAL COMMUNITIES 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GLOBAL COMMUNITIES

Form 5500

FILING_RECEIVED

GLOBAL COMMUNITIES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

174

Accounts w/ balance

340

Plan assets (EOY)

$42.7M

Net assets (EOY)

$42.7M

How this plan invests

This plan

47 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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBAL COMMUNITIES.

Plan sponsor

Name

GLOBAL COMMUNITIES

EIN

52-0846183

Address

7700 WISCONSIN AVENUE SUITE 1100 · BETHESDA, MD · 20814

Phone

(301) 587-4700

Industry

Other Services (ex. Public Admin)see all

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)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

GELMAN ROSENBERG & FREEDMAN, CP

Trustee / custodian

—

Trustee phone

—

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

47 direct securities· $42.7M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
MFS Lifetime 2050 Fund Mutual Fund N/A	—	—	—	$5.4M	12.7%
Party-In Identity of Issue, Borrower, Description of Current Interest Lessor or Similar Party Investment Cost Value Guaranteed interest contracts, at SAGIC Group Annuity Contract value N/A	—	—	—	$4.6M	10.7%
Columbia High Yield Bond INST Fund Mutual Fund N/A 518 Fidelity 500 Index Fund Mutual Fund N/A	—	—	—	$4.5M	10.6%
MFS Growth Fund Mutual Fund N/A	—	—	—	$3.6M	8.5%
MFS Lifetime 2040 Fund Mutual Fund N/A	—	—	—	$2.8M	6.7%
MFS Lifetime 2030 Fund Mutual Fund N/A	—	—	—	$2.5M	5.8%
Federated Herms Mdt Mid CP Growth Mutual Fund N/A	—	—	—	$1.8M	4.2%
Vanguard Equity-Income Fund Mutual Fund N/A	—	—	—	$1.5M	3.4%
Fidelity International Indx Fd Mutual Fund N/A	—	—	—	$1.2M	2.8%
Fidelity U.S. Bond Index Fund Mutual Fund N/A	—	—	—	$1.0M	2.4%
American Funds New Prspctve Fd Mutual Fund N/A	—	—	—	$1.0M	2.4%
Fidelity Large Cap Growth Ind Fd Mutual Fund N/A	—	—	—	$963K	2.3%
MFS Lifetime 2045 Fund Mutual Fund N/A	—	—	—	$942K	2.2%
MFS Lifetime 2035 Fund Mutual Fund N/A	—	—	—	$877K	2.1%
MFS Moderate Allocation Fund Mutual Fund N/A	—	—	—	$751K	1.8%
Fidelity Small Cap Index Fund Mutual Fund N/A	—	—	—	$632K	1.5%
MFS Lifetime Income Fund Mutual Fund N/A	—	—	—	$606K	1.4%
PGIM Total Return Bd Fd Mutual Fund N/A	—	—	—	$599K	1.4%
MFS Lifetime 2060 Fund Mutual Fund N/A	—	—	—	$594K	1.4%
American Funds High INC TR R6 Mutual Fund N/A	—	—	—	$594K	1.4%
Fidelity Mid Cap Index Fund Mutual Fund N/A	—	—	—	$562K	1.3%
MFS Lifetime 2055 Fund Mutual Fund N/A	—	—	—	$505K	1.2%
Mfs Research International R6 Mutual Fund N/A	—	—	—	$454K	1.1%
MFS Mid CAP Value R6 Mutual Fund N/A	—	—	—	$449K	1.0%
MassMutual Us Government Mny Mkt Fd Mutual Fund N/A 313 MFS Agg Growth Allocation Fund Mutual Fund N/A	—	—	—	$415K	1.0%
American Funds Balanced Fund Mutual Fund N/A	—	—	—	$393K	0.9%
Pimco Rae Us Small Instl Mutual Fund N/A	—	—	—	$372K	0.9%
MFS Lifetime 2025 Fund Mutual Fund N/A	—	—	—	$362K	0.8%
Fidelity Emerging Mrkts Idx Fd Mutual Fund N/A	—	—	—	$341K	0.8%
Fidelity Mid Cap Growth Index Fd Mutual Fund N/A	—	—	—	$320K	0.7%
Principal Real Estate Secs Fd Mutual Fund N/A	—	—	—	$284K	0.7%
Interest rates from * Notes receivable from participants 4.25% to 9.50% -0-	—	—	—	$270K	0.6%
Fidelity Large Cap Value Ind Fd Mutual Fund N/A	—	—	—	$257K	0.6%
Fidelity Mid Cap Value Index Fd Mutual Fund N/A	—	—	—	$244K	0.6%
American Funds New World R6 Mutual Fund N/A	—	—	—	$178K	0.4%
Fidelity Small Cap Growth Index Fd Mutual Fund N/A	—	—	—	$165K	0.4%
Fidelity Infl Prot Bond Ind Fd Mutual Fund N/A	—	—	—	$118K	0.3%
Pimco Int Bond (Usd-Hedged) Inst Mutual Fund N/A	—	—	—	$117K	0.3%
Fidelity Small Cap Value Index Fd Mutual Fund N/A	—	—	—	$89K	0.2%
Vanguard Ftse Social Index Admiral Mutual Fund N/A	—	—	—	$82K	0.2%
Goldman Sachs International Eq Esg Instl Mutual Fund N/A	—	—	—	$58K	0.1%
Victory Trivalent Int Sm-Cp Fd Mutual Fund N/A	—	—	—	$56K	0.1%
JP Morgan Small Cap Growth Fd Mutual Fund N/A	—	—	—	$45K	0.1%
Calvert Core Bond I Mutual Fund N/A	—	—	—	$37K	<0.1%
MFS Conservative Allocation Fund Mutual Fund N/A	—	—	—	$36K	<0.1%
Calvert Small Cap I Mutual Fund N/A	—	—	—	$22K	<0.1%
Parnassus Core Equity - Inst Mutual Fund N/A	—	—	—	$17K	<0.1%