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Original filing (PDF)20251015192448NAL0002813987001
GLOBAL-E US INC.
Form 5500
FILING_RECEIVED
GLOBAL-E US INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
185
Accounts w/ balance
234
Plan assets (EOY)
$10.3M
Net assets (EOY)
$10.3M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBAL-E US INC..
Plan sponsor
Name
GLOBAL-E US INC.
EIN
61-1767260
Address
200 WEST 41ST STREET · 9TH FLOOR · NEW YORK, NY · 10036
Phone
(609) 902-0076
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
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
BELFINT, LYONS, & SHUMAN, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| 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
Uncategorized
$10.1M
36 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $1.4M | 14.0% | |
| JPMorgan US GARP Equity F R6 Pooled Separate Account | — | — | — | $1.1M | 11.0% | |
| MyCompass Ind Moderate 2055 Fd R Pooled Separate Account | — | — | — | $883K | 8.6% | |
| MyCompass Ind Aggressive 2055 Fd R Pooled Separate Account | — | — | — | $769K | 7.5% | |
| MyCompass Ind Moderate 2045 Fd R Pooled Separate Account | — | — | — | $666K | 6.5% | |
| MyCompass Ind Conservative 2045 Fd Pooled Separate Account | — | — | — | $603K | 5.9% | |
| Vanguard Equity Income Fund Adm Pooled Separate Account | — | — | — | $420K | 4.1% | |
| MyCompass Ind Moderate 2035 Fd R Pooled Separate Account | — | — | — | $391K | 3.8% | |
| iShares MSCI EAFE Intl Index Fund K Pooled Separate Account | — | — | — | $321K | 3.1% | |
| Fidelity Mid Cap Index Fd Pooled Separate Account | — | — | — | $305K | 3.0% | |
| American Funds New Perspective R6 Pooled Separate Account | — | — | — | $272K | 2.6% | |
| Fidelity Sm Cp Ind Fund Pooled Separate Account | — | — | — | $267K | 2.6% | |
| American Funds Am Balanced R6 Pooled Separate Account | — | — | — | $228K | 2.2% | |
| DFA Inflat-Prot Securities Port Inst Pooled Separate Account | — | — | — | $210K | 2.0% | |
| American Funds New World R6 Pooled Separate Account | — | — | — | $210K | 2.0% | |
| MyCompass Ind Conservative Ret Fd Pooled Separate Account | — | — | — | $192K | 1.9% | |
| MyCompass Ind Aggressive 2065 Fd R Pooled Separate Account | — | — | — | $178K | 1.7% | |
| MyCompass Ind Aggressive 2035 Fd R Pooled Separate Account | — | — | — | $167K | 1.6% | |
| MyCompass Ind Moderate Ret Fd R Pooled Separate Account | — | — | — | $147K | 1.4% | |
| Nuveen Large Cap Responsible Eq R6 Pooled Separate Account | — | — | — | $142K | 1.4% | |
| MyCompass Ind Conservative 2035 Fd Pooled Separate Account | — | — | — | $140K | 1.4% | |
| PGIM High Yield Fund R6 Pooled Separate Account | — | — | — | $137K | 1.3% | |
| Voya Intermediate Bond Fund R6 Pooled Separate Account | — | — | — | $128K | 1.2% | |
| Vanguard Explorer Fund Adm Pooled Separate Account | — | — | — | $115K | 1.1% | |
| DFA U.S. Targeted Value Port Inst Pooled Separate Account | — | — | — | $92K | 0.9% | |
| MyCompass Ind Aggressive Ret Fd R Pooled Separate Account | — | — | — | $83K | 0.8% | |
| AB Global Bond Fund Z Pooled Separate Account | — | — | — | $80K | 0.8% | |
| Neuberger Berman Md Cp Grw Fnd R6 Pooled Separate Account | — | — | — | $75K | 0.7% | |
| Voya Fixed Account (4634) Insurance General Account | — | — | — | $71K | 0.7% | |
| Vanguard Selected Value Fund Inv Pooled Separate Account | — | — | — | $61K | 0.6% | |
| DFA Real Estate Securities Port Inst Pooled Separate Account | — | — | — | $58K | 0.6% | |
| MyCompass Ind Aggressive 2045 Fd R Pooled Separate Account | — | — | — | $43K | 0.4% | |
| Notes receivable from participants Participant Loans*** | — | — | — | $37K | 0.4% | |
| Voya Gov Money Mkt Fnd A (Hold Acct) Pooled Separate Account | — | — | — | $11K | 0.1% | |
| MyCompass Ind Conservative 2065 Fd Pooled Separate Account | — | — | — | $4K | <0.1% | |
| MyCompass Ind Conservative 2055 Fd Pooled Separate Account | — | — | — | $4K | <0.1% |