Original filing (PDF)20251007143824NAL0002549315001

TELEFONICA GLOBAL SOLUTIONS USA, INC.

Name: TELEFONICA GLOBAL SOLUTIONS USA, INC. — TELEFONICA GLOBAL SOLUTIONS USA, INC., 401(K) PLAN, Form 5500 (2024)
Creator: TELEFONICA GLOBAL SOLUTIONS USA, INC.

Form 5500

FILING_RECEIVED

TELEFONICA GLOBAL SOLUTIONS USA, INC., 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

196

Plan assets (EOY)

$33.4M

Net assets (EOY)

$33.4M

How this plan invests

This plan

4 pooled trusts

Schedule D

36 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 TELEFONICA GLOBAL SOLUTIONS USA, INC..

Plan sponsor

Name

TELEFONICA GLOBAL SOLUTIONS USA, INC.

EIN

52-2215332

Address

800 WATERFORD WAY SUITE 300 · MIAMI, FL · 33126

Phone

(305) 925-5282

Industry

Information / Tech / Mediasee 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

2025-10-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3F · Sponsor used leased employees

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

BERKOWITZ POLLACK BRANT

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY GLOBAL BA	26-4310632	—	INVESTMENT ADVISORY	$68K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$41K	—

Investments

35 direct securities · 4 pooled funds· $37.5M(100% 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.

Uncategorized

$27.9M

35 holdings

Pooled Separate Account

$7.5M

3 holdings

Common Collective Trust

$2.2M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
PRIN LGCAP S&P 500 INDEX SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016	Pooled Separate Account	—	$0	$5.5M	16.5%
MFS Value R6 Fund	—	—	$0	$2.8M	8.3%
Am Fds 2060 Trgt Dte Rtm R6 Fd	—	—	$0	$2.6M	7.8%
Am Fds 2055 Trgt Dte Rtm R6 Fd	—	—	$0	$2.5M	7.4%
Am Fds 2065 Trgt Dte Rtm R6 Fd	—	—	$0	$2.3M	6.8%
Am Fds 2045 Trgt Dte Rtm R6 Fd	—	—	$0	$2.2M	6.6%
Prin MidCap S&P 400 Idx SA-I5	—	—	$0	$2.2M	6.5%
METLIFE STABLE VALUE SOL J FD GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094	Common Collective Trust	—	—	$2.2M	6.5%
Am Fds 2050 Trgt Dte Rtm R6 Fd	—	—	$0	$2.0M	6.1%
PRIN SMCAP S&P 600 INDEX SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028	Pooled Separate Account	—	—	$1.7M	5.0%
Putnam Large Cap Value Y Fund	—	—	$0	$1.7M	5.0%
Prin LgCap S&P 500 Index SA-I5	—	—	$0	$1.3M	3.9%
Am Fds 2040 Trgt Dte Rtm R6 Fd	—	—	$0	$1.2M	3.5%
American Funds NewWorld R6	—	—	$0	$1.0M	3.1%
MetLife Stable Value Sol J Fd	—	—	$0	$969K	2.9%
Vic Triv Intl Small-Cap I Fd	—	—	$0	$951K	2.8%
JP Morgan Mid Cap Growth R6 Fd	—	—	$0	$927K	2.8%
Vgd Ttl Intl Stk Idx Adm Fd	—	—	$0	$486K	1.5%
Fid LC Gr Index Fund	—	—	$0	$395K	1.2%
Am Fds 2025 Trgt Dte Rtm R6 Fd	—	—	$0	$342K	1.0%
Participant Loans	—	—	$0	$322K	1.0%
MFS Growth R6 Fund	—	—	$0	$303K	0.9%
PRIN MIDCAP S&P 400 IDX SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023	Pooled Separate Account	—	—	$303K	0.9%
First Eagle Global I Fund	—	—	$0	$242K	0.7%
Am Fds 2035 Trgt Dte Rtm R6 Fd	—	—	$0	$222K	0.7%
Am Fds 2030 Trgt Dte Rtm R6 Fd	—	—	$0	$161K	0.5%
Undisc Mgrs Behav Value R6 Fd	—	—	$0	$145K	0.4%
Fidelity Inf-Pr Bond Index Fd	—	—	$0	$138K	0.4%
MFS Intl Diversification R6 Fd	—	—	$0	$112K	0.3%
Allspring Spec M Cap Val Inst	—	—	$0	$92K	0.3%
Am Fds 2020 Trgt Dte Rtm R6 Fd	—	—	$0	$89K	0.3%
Am Fds 2015 Trgt Dte Rtm R6 Fd	—	—	$0	$78K	0.2%
T. Rowe Price Int US SC Gr Eq	—	—	$0	$73K	0.2%
PIMCO Intl Bd (USD-Hdg) Adm Fd	—	—	$0	$46K	0.1%
Cohen & Steers Re Est Sec I Fd	—	—	$0	$43K	0.1%
BlackRock HY Portfolio Inst Fd	—	—	$0	$31K	<0.1%
BLACKROCK LIQDTY FDS INS FEDFD	—	—	$0	$27K	<0.1%
Am Fds 2010 Trgt Dte Rtm R6 Fd	—	—	$0	$23K	<0.1%
Allspring Core Plus Bond Instl	—	—	$0	$11K	<0.1%