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Original filing (PDF)20251015062526NAL0005334192001
GLOBAL INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
GLOBAL INDUSTRIES, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
376
Accounts w/ balance
433
Plan assets (EOY)
$49.8M
Net assets (EOY)
$49.8M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBAL INDUSTRIES, INC..
Plan sponsor
Name
GLOBAL INDUSTRIES, INC.
EIN
52-0953534
Address
17 WEST STOW ROAD · MARLTON, NJ · 08053
Phone
(856) 552-6016
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $57K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $27K | — |
Investments
29 direct securities · 1 pooled fund· $49.4M(99% of reported assets)
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.
Registered Investment Companies
$46.7M
29 holdings
Common Collective Trust
$2.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $7.7M | 15.5% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $6.3M | 12.7% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $5.3M | 10.6% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $3.6M | 7.3% | |
| JH LIFESTYLE BLEND AGG R6 | Registered Investment Companies | — | — | $2.9M | 5.9% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.7M | 5.4% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $2.2M | 4.5% | |
| JOHN HANCOCK BOND FUND - R6 | Registered Investment Companies | — | — | $2.0M | 4.1% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $2.0M | 4.0% | |
| TRPRICE RETIREMENT 2035 INV | Registered Investment Companies | — | — | $1.6M | 3.3% | |
| AMERICAN BALANCED R5E | Registered Investment Companies | — | — | $1.5M | 3.1% | |
| AMERICAN FUNDS NEW PERSPECT R5 | Registered Investment Companies | — | — | $1.4M | 2.9% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $1.4M | 2.8% | |
| TROWEPRICE RETIREMENT 2030 INV | Registered Investment Companies | — | — | $1.1M | 2.2% | |
| TROWEPRICE RETIREMENT 2040 INV | Registered Investment Companies | — | — | $1.0M | 2.1% | |
| TROWEPRICE RETIREMENT 2060 INV | Registered Investment Companies | — | — | $966K | 1.9% | |
| FEDERATED HERMES INSTL HIYD BD | Registered Investment Companies | — | — | $801K | 1.6% | |
| VAN TOTAL WLD STOCK IDX- ADMIR | Registered Investment Companies | — | — | $599K | 1.2% | |
| TROWEPRICE RETIREMENT 2050 INV | Registered Investment Companies | — | — | $558K | 1.1% | |
| TROWEPRICE RETIREMENT 2055 INV | Registered Investment Companies | — | — | $549K | 1.1% | |
| TROWEPRICE RETIREMENT 2045 INV | Registered Investment Companies | — | — | $530K | 1.1% | |
| TROWEPRICE RETIREMENT 2025 INV | Registered Investment Companies | — | — | $527K | 1.1% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $503K | 1.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $398K | 0.8% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $323K | 0.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $279K | 0.6% | |
| VAN FTSE ALL WLD EX US IDX ADM | Registered Investment Companies | — | — | $225K | 0.5% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $84K | 0.2% | |
| TROWEPRICE RETIRE 2020 INV | Registered Investment Companies | — | — | $51K | 0.1% | |
| TROWEPRICE RETIREMENT 2065 INV | Registered Investment Companies | — | — | $32K | <0.1% |