Original filing (PDF)20251010161904NAL0008008529001

GLOBAL GROWTH HOLDINGS, INC.

Name: GLOBAL GROWTH HOLDINGS, INC. — GLOBAL GROWTH HOLDINGS, INC. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: GLOBAL GROWTH HOLDINGS, INC.

Form 5500

FILING_RECEIVED

GLOBAL GROWTH HOLDINGS, INC. PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 3

Late participant contributions~129 bps in Sched C feesNo recordkeeper disclosed

Active participants

735

Accounts w/ balance

986

Plan assets (EOY)

$22.3M

Net assets (EOY)

$22.3M

How this plan invests

This plan

2 pooled trusts

Schedule D

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade D

Below-average — multiple flags

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBAL GROWTH HOLDINGS, INC..

Plan sponsor

Name

GLOBAL GROWTH HOLDINGS, INC.

EIN

56-1996384

Address

3622 LYCKAN PKWY · SUITE 3003 · DURHAM, NC · 27707

Phone

(984) 319-6925

Industry

Information / Tech / Mediasee 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

2025-10-10

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

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

5 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC	13-2638166	—	CONSULTANT	$64K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$97K	—

Investments

32 direct securities · 2 pooled funds· $21.1M(95% 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.

Other securities

$18.7M

27 holdings

Common Stock

$2.1M

4 holdings

Bonds / Notes

$292K

1 holding

Pooled Separate Account

1 holding

Common Collective Trust

1 holding

					% of plan
BlackRock I Shares S&P 500 Index K Fund Mutual Fund	Other securities	—	—	$3.4M	15.2%
American Funds Service Company Am Fds 2035 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$1.7M	7.6%
The American Funds Amer Funds Amer Bal R6 Fd Mutual Fund	Other securities	—	—	$1.6M	7.1%
American Funds Service Company Am Fds 2050 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$1.4M	6.4%
American Funds Service Company Am Fds 2040 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$1.4M	6.3%
American Funds Service Company Am Fds 2045 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$1.3M	5.8%
American Funds Service Company Am Fds 2030 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$1.3M	5.7%
The American Funds Am Fds Grth Fd of AM R6 Fund Mutual Fund	Other securities	—	—	$1.1M	5.0%
Vanguard Group Vanguard Growth Index Adm Mutual Fund	Common Stock	—	—	$999K	4.5%
American Funds Service Company Am Fds 2055 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$852K	3.8%
American Funds Service Company Am Fds Trgt Dte Rtm 2070 R6 Fd Mutual Fund 505 BlackRock Md-Cp Gr Eq K FD Mutual Fund	Other securities	—	—	$791K	3.6%
Columbia Funds Columbia Div Income I3 Fund Mutual Fund	Other securities	—	—	$677K	3.0%
Delaware Investments Macquarie Small Cap Core R Mutual Fund	Other securities	—	—	$618K	2.8%
Principal Life Insurance Company Prin Fixed Inc Guar Option Guaranteed Investment Account	Common Stock	—	—	$574K	2.6%
American Funds Service Company Am Fds 2020 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$464K	2.1%
Vanguard Group Vangaurd Sel Value Inv Fun Mutual Fund	Common Stock	—	—	$452K	2.0%
BlackRock Total Return K F Mutual Fund	Other securities	—	—	$379K	1.7%
American Funds Service Company Am Fds 2060 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$320K	1.4%
Participant Loans Range of Interest Rates (1) Rates Range from 4.25% to 9.50%	Bonds / Notes	—	—	$292K	1.3%
The American Funds American Funds NewPrsp R6 Fd Mutual Fund	Other securities	—	—	$285K	1.3%
MFS Investment Management Mfs Intl Diversification R Mutual Fund	Other securities	—	—	$202K	0.9%
The American Funds American Fds US Govt Sec R6 Fd Mutual Fund	Other securities	—	—	$197K	0.9%
American Funds Service Company Am Fds 2010 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$190K	0.9%
Deutsche Dws Rrerf Re Sec R6 Fund Mutual Fund	Other securities	—	—	$179K	0.8%
Lord Abbett Lord Abbett Bd Debenture R Mutual Fund	Other securities	—	—	$144K	0.6%
American Funds Service Company Am Fds 2065 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$137K	0.6%
Vanguard Group Vanguard Value Index Adm F Mutual Fund	Common Stock	—	—	$47K	0.2%
American Funds Service Company Am Fds 2015 Trgt Dte Rtm R6 Fd Mutual Fund	Other securities	—	—	$47K	0.2%
MFS Investment Management Mfs Intl Growth R6 Fund Mutual Fund	Other securities	—	—	$38K	0.2%
Delaware Investments Macquarie Emerging Markets Mutual Fund	Other securities	—	—	$33K	0.1%
Western Asset Western Asset Core Bond Is Mutual Fund	Other securities	—	—	$23K	0.1%
PIMCO FUNDS Pimco Commplus Strat Inst Mutual Fund	Other securities	—	—	$5K	<0.1%
PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095	Pooled Separate Account	—	—	$0	<0.1%
FEDERATED HER CAP PRES IP FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001	Common Collective Trust	—	—	$0	<0.1%