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Original filing (PDF)20250715154408NAL0002388449001
GLOBAL PAYMENTS INC.
Form 5500
FILING_RECEIVED
GLOBAL PAYMENTS INC. 401(K) PLAN
401(k) retirement plan
Active participants
13,174
Accounts w/ balance
16,403
Plan assets (EOY)
$2.3B
Net assets (EOY)
$2.3B
How this plan invests
This plan
16 pooled trusts
Schedule D
25 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 GLOBAL PAYMENTS INC..
Plan sponsor
Name
GLOBAL PAYMENTS INC.
EIN
58-2567903
Address
5995 WINDWARD PARKWAY · ALPHARETTA, GA · 30005
Phone
(770) 829-8000
Industry
Finance & Insurancesee 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
2025-07-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WARREN AVERETT LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $593K | — |
| TRANSAMERICA CORPORATION | 42-1484983 | — | RECORDKEEPER | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEPC, LLC | 26-1429809 | — | INVESTMENT ADVISOR | $171K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH & HOWARD, PC | 58-1250486 | — | ACCOUNTANT/AUDITOR | $33K | — |
| WARREN AVERETT, LLC | 45-4084437 | — | ACCOUNTANT/AUDITOR | $18K | — |
Investments
11 direct securities · 16 pooled funds· $2.4B(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.
Common Collective Trust
$1.8B
16 holdings
Uncategorized
$593.3M
9 holdings
Mutual Funds
$38.9M
1 holding
Common Stocks
$15.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $316.0M | 13.5% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $258.8M | 11.1% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $253.4M | 10.8% | |
| TRP BLUE CHIP GR T4 T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $243.1M | 10.4% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $222.3M | 9.5% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $170.7M | 7.3% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $121.9M | 5.2% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $120.4M | 5.1% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $82.0M | 3.5% | |
| Fidelity Managed Income Portfolio II Class 4 Common Collective Trust | — | — | — | $73.4M | 3.1% | |
| MIP II CL 4 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $73.4M | 3.1% | |
| Fidelity Extended Market Index Fund Registered Investment Company | — | — | — | $65.7M | 2.8% | |
| WW S/M CAP VALUE C SEI TRUST COMPANY · EIN 26-2447110 / PN 025 | Common Collective Trust | — | — | $54.3M | 2.3% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $47.7M | 2.0% | |
| American Funds EuroPacific Growth Fund Class R6 Registered Investment Company | — | — | — | $41.0M | 1.8% | |
| Dodge & Cox Income Fund Registered Investment Company | Mutual Funds | — | — | $38.9M | 1.7% | |
| AS DISC SMIDCP GR E1 WELLS FARGO BANK, N.A. · EIN 45-7019649 / PN 001 | Common Collective Trust | — | — | $38.6M | 1.7% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $35.6M | 1.5% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $32.4M | 1.4% | |
| Dodge & Cox Stock X Registered Investment Company | — | — | — | $31.1M | 1.3% | |
| Participant Loans Interest rates ranging from 3.25% to 10.50% | — | — | — | $27.5M | 1.2% | |
| Fidelity U.S. Bond Index Fund Registered Investment Company | — | — | — | $21.6M | 0.9% | |
| Fidelity Total International Index Fund Registered Investment Company | — | — | — | $16.3M | 0.7% | |
| Fund * Global Payments Inc. Stock Fund Global Payments Inc. Stock Fund | Common Stocks | — | — | $15.9M | 0.7% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $8.3M | 0.4% | |
| Money Market Fund * Fidelity Government Money Market Fund Registered Investment Company | — | — | — | $593K | <0.1% | |
| AC US VAL YIELD EQ SEI TRUST COMPANY · EIN 27-0573048 / PN 019 | Common Collective Trust | — | — | $0 | <0.1% |