DAWN Chapman signed Global Technical Systems' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Global Technical Systems' EIN is 54-1849930.
Download the official 2024 Form 5500 (PDF) for Global Technical Systems from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Global Technical Systems' plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | FORT WAYNE, IN | SERVICE PROVIDER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price T Rowe Price Science And Technology I Class | Mutual Funds | — | — | $1.4M | 13.2% | |
| BlackRock LifePath Index 2045 Class K Shares | Other securities | — | — | $1.0M | 9.3% | |
| T. Rowe Price T Rowe Price All Cap Opportunities | Mutual Funds | — | — | $936K | 8.6% | |
| BlackRock LifePath Index Retirement Class K Shares | Other securities | — | — | $859K | 7.9% | |
| American Century Investments American Century Growth R6 Class | Other securities | — | — | $780K | 7.2% | |
| Dimensional Fund Advisors DFA Large Cap International Institutional Class | Mutual Funds | — | — | $741K | 6.8% | |
| Dimensional Fund Advisors DFA Us Large Company Portfolio | Mutual Funds | — | — | $664K | 6.1% | |
| BlackRock LifePath Index 2035 Class K Shares | Other securities | — | — | $445K | 4.1% | |
| BlackRock LifePath Index 2060 Class K | Other securities | — | — | $382K | 3.5% | |
| Fidelity Mid Cap Index 176 * MassMutual Premier High Yield Class I | Mutual Funds | — | — | $368K | 3.4% | |
| BlackRock LifePath Index 2040 Class K Shares | Other securities | — | — | $294K | 2.7% | |
| Vanguard Energy Admiral Shares | Mutual Funds | — | — | $263K | 2.4% | |
| Dimensional Fund Advisors DFA Us Small Cap Institutional Class | Mutual Funds | — | — | $261K | 2.4% | |
| BlackRock LifePath Index 2055 Class K Shares | Other securities | — | — | $233K | 2.1% | |
| Vanguard Health Care Index Admiral Shares | Mutual Funds | — | — | $222K | 2.0% | |
| MFS Value Class R6 | Mutual Funds | — | — | $217K | 2.0% | |
| BlackRock LifePath Index 2050 Class K Shares | Other securities | — | — | $206K | 1.9% | |
| Dodge & Cox Dodge & Cox Income Class X | Mutual Funds | — | — | $203K | 1.9% | |
| Vanguard Wellesley Income Admiral Shares | Mutual Funds | — | — | $197K | 1.8% | |
| AllianceBernstein AB Global Bond Class Z | Other securities | — | — | $197K | 1.8% | |
| MassMutual Select Mid Cap Growth Class I | Other securities | — | — | $181K | 1.7% | |
| BlackRock LifePath Index 2030 Class K Shares | Other securities | — | — | $167K | 1.5% | |
| Dimensional Fund Advisors DFA Emerging Markets Institutional Class | Mutual Funds | — | — | $143K | 1.3% | |
| Lincoln National Life Insurance Company Lincoln Stable Value Account Z751, 2.50% | Stable Value | — | — | $130K | 1.2% | |
| Dimensional Fund Advisors DFA International Large Cap Growth Portfolio 187 * MassMutual Inflation Protected And Income Class I | Mutual Funds | — | — | $100K | 0.9% | |
| Dimensional Fund Advisors DFA Us Targeted Value Institutional Class | Mutual Funds | — | — | $74K | 0.7% | |
| Vanguard Federal Money Market Investor Shares | Mutual Funds | — | — | $44K | 0.4% | |
| Cohen & Steers Cohen & Steers Realty Shares Class Z | Other securities | — | — | $33K | 0.3% | |
| MFS New Discovery Class R6 | Mutual Funds | — | — | $15K | 0.1% | |
| BlackRock LifePath Index 2065 Class K | Other securities | — | — | $5K | <0.1% | |
| John Hancock John Hancock Funds Disciplined Value Mid Cap Class R6 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| USI ADVISORS INC |
| — |
| GLASTONBURG, CT |
| INVESTMENT ADVISOR |
| $25K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, LLP | — | GRAND RAPIDS, MI | CONTRACT ADMIN | $0 | — |
