How big is Global-E US Inc.'s plan?

Global-E US Inc.'s plan reported $10.3M in assets and 185 participants for 2024.

Original filing (PDF)20251015192448NAL0002813987001

Global-E US Inc.

Name: Global-E US Inc. — Global-E US Inc. 401(k) Plan, Form 5500 (2024)
Creator: Global-E US Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Global-E US Inc. 401(k) Plan

401(k) retirement plan · Global-E US Inc.'s Global-E US Inc. 401(k) Plan held $10.3M in plan assets for 185 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

185

Accounts w/ balance

234

Plan assets (EOY)

$10.3M

Net assets (EOY)

$10.3M

People on this filing

Matthew Merrilees signed Global-E US Inc.'s 2024 Form 5500 as plan administrator.

Matthew Merrilees — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Global-E US Inc.'s EIN is 61-1767260.

EIN 61-1767260

Plan number 001

Plan year 2024

ACK ID 20251015192448NAL0002813987001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Global-E US Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Global-E US Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

36 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

GLOBAL-E US INC.

EIN

all filings

Address

200 WEST 41ST STREET · 9TH FLOOR · NEW YORK, NY · 10036

Phone

(609) 902-0076

Industry

Professional & Technical Services

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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2H · Partial 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)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORNINGSTAR	36-3297908	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE BENEFIT PRACTICE	—	STAMFORD, CT	TPA	$0	—

Investments

36 direct securities · 1 pooled fund· $20.2M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$10.1M

1 holding

Pooled Separate Accounts

$10.0M

34 holdings

Other securities

$71K

1 holding

Participant loans

$37K

1 holding

					% of plan
CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$10.1M	98.2%
Fidelity 500 Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$1.4M	14.0%
JPMorgan US GARP Equity F R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$1.1M	11.0%
MyCompass Ind Moderate 2055 Fd R Pooled Separate Account	Pooled Separate Accounts	—	—	$883K	8.6%
MyCompass Ind Aggressive 2055 Fd R Pooled Separate Account	Pooled Separate Accounts	—	—	$769K	7.5%
MyCompass Ind Moderate 2045 Fd R Pooled Separate Account	Pooled Separate Accounts	—	—	$666K	6.5%
MyCompass Ind Conservative 2045 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$603K	5.9%
Vanguard Equity Income Fund Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$420K	4.1%
MyCompass Ind Moderate 2035 Fd R Pooled Separate Account	Pooled Separate Accounts	—	—	$391K	3.8%
iShares MSCI EAFE Intl Index Fund K Pooled Separate Account	Pooled Separate Accounts	—	—	$321K	3.1%
Fidelity Mid Cap Index Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$305K	3.0%
American Funds New Perspective R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$272K	2.6%
Fidelity Sm Cp Ind Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$267K	2.6%
American Funds Am Balanced R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$228K	2.2%
DFA Inflat-Prot Securities Port Inst Pooled Separate Account	Pooled Separate Accounts	—	—	$210K	2.0%
American Funds New World R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$210K	2.0%
MyCompass Ind Conservative Ret Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$192K	1.9%
MyCompass Ind Aggressive 2065 Fd R Pooled Separate Account	Pooled Separate Accounts	—	—	$178K	1.7%
MyCompass Ind Aggressive 2035 Fd R Pooled Separate Account	Pooled Separate Accounts	—	—	$167K	1.6%
MyCompass Ind Moderate Ret Fd R Pooled Separate Account	Pooled Separate Accounts	—	—	$147K	1.4%
Nuveen Large Cap Responsible Eq R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$142K	1.4%
MyCompass Ind Conservative 2035 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$140K	1.4%
PGIM High Yield Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$137K	1.3%
Voya Intermediate Bond Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$128K	1.2%
Vanguard Explorer Fund Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$115K	1.1%
DFA U.S. Targeted Value Port Inst Pooled Separate Account	Pooled Separate Accounts	—	—	$92K	0.9%
MyCompass Ind Aggressive Ret Fd R Pooled Separate Account	Pooled Separate Accounts	—	—	$83K	0.8%
AB Global Bond Fund Z Pooled Separate Account	Pooled Separate Accounts	—	—	$80K	0.8%
Neuberger Berman Md Cp Grw Fnd R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$75K	0.7%
Voya Fixed Account (4634) Insurance General Account	Other securities	—	—	$71K	0.7%
Vanguard Selected Value Fund Inv Pooled Separate Account	Pooled Separate Accounts	—	—	$61K	0.6%
DFA Real Estate Securities Port Inst Pooled Separate Account	Pooled Separate Accounts	—	—	$58K	0.6%
MyCompass Ind Aggressive 2045 Fd R Pooled Separate Account	Pooled Separate Accounts	—	—	$43K	0.4%
Notes receivable from participants Participant Loans***	Participant loans	—	—	$37K	0.4%
Voya Gov Money Mkt Fnd A (Hold Acct) Pooled Separate Account	Pooled Separate Accounts	—	—	$11K	0.1%
MyCompass Ind Conservative 2065 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$4K	<0.1%
MyCompass Ind Conservative 2055 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$4K	<0.1%