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Original filing (PDF)20251002133106NAL0000330147001
GLOBALLOGIC INC.
Form 5500
FILING_RECEIVED
GLOBALLOGIC INC. RETIREMENT TRUST
401(k) retirement plan
Active participants
2,217
Accounts w/ balance
2,095
Plan assets (EOY)
$154.7M
Net assets (EOY)
$154.7M
How this plan invests
This plan
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 (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBALLOGIC INC..
Plan sponsor
Name
GLOBALLOGIC INC.
EIN
54-1986789
Address
2535 AUGUSTINE DRIVE · SUITE 500 · SANTA CLARA, CA · 95054
Phone
(408) 273-8900
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLYUS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $71K | — |
Investments
30 direct securities· $154.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Fund | — | — | — | $26.1M | 16.9% | |
| FID BLUE CHIP GR K6 Mutual Fund | — | — | — | $21.7M | 14.0% | |
| VANG TARGET RET 2050 Mutual Fund | — | — | — | $19.3M | 12.5% | |
| VANG TARGET RET 2045 Mutual Fund | — | — | — | $14.5M | 9.4% | |
| VANG TARGET RET 2055 Mutual Fund | — | — | — | $13.4M | 8.6% | |
| VANG TARGET RET 2040 Mutual Fund | — | — | — | $12.7M | 8.2% | |
| VANG TARGET RET 2035 Mutual Fund | — | — | — | $7.0M | 4.5% | |
| VANG TARGET RET 2060 Mutual Fund | — | — | — | $4.7M | 3.1% | |
| VANG TARGET RET 2025 Mutual Fund | — | — | — | $4.4M | 2.8% | |
| VANG VMMR-FED MMKT Mutual Fund | — | — | — | $3.6M | 2.3% | |
| VANG TARGET RET 2030 Mutual Fund | — | — | — | $3.0M | 1.9% | |
| J H ENTERPRISE N Mutual Fund | — | — | — | $2.7M | 1.7% | |
| FID MID CAP IDX Mutual Fund | — | — | — | $2.5M | 1.6% | |
| AF AMER MUTUAL R6 Mutual Fund | — | — | — | $2.3M | 1.5% | |
| FID SM CAP IDX Mutual Fund | — | — | — | $2.1M | 1.4% | |
| FID US BOND IDX Mutual Fund | — | — | — | $1.8M | 1.2% | |
| maturing through December 2034 $0 | — | — | — | $1.4M | 0.9% | |
| PIM TOTAL RT INST Mutual Fund | — | — | — | $1.3M | 0.9% | |
| VICTORY S EST VAL R6 Mutual Fund | — | — | — | $1.3M | 0.8% | |
| FID STRATEGIC INCOME Mutual Fund | — | — | — | $1.2M | 0.8% | |
| AF EUROPAC GROWTH R6 Mutual Fund | — | — | — | $1.2M | 0.8% | |
| FID INTL INDEX Mutual Fund | — | — | — | $1.1M | 0.7% | |
| DFA US SM CAP VALUE Mutual Fund | — | — | — | $1.1M | 0.7% | |
| VANG TARGET RET 2020 Mutual Fund | — | — | — | $1.1M | 0.7% | |
| VANG TARGET RET 2065 Mutual Fund | — | — | — | $744K | 0.5% | |
| FID INFL PR BD IDX Mutual Fund | — | — | — | $608K | 0.4% | |
| TRP QM US SMCP GR I Mutual Fund | — | — | — | $603K | 0.4% | |
| FID EMRG MKTS IDX Mutual Fund | — | — | — | $575K | 0.4% | |
| VANG TARGET RET INC Mutual Fund | — | — | — | $424K | 0.3% | |
| VANG TARGET RET 2070 Mutual Fund | — | — | — | $207K | 0.1% |
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