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Original filing (PDF)20250916125107NAL0003054544001
GLOBAL ENGINEERING & TECHNOLOGY, INC.
Form 5500
FILING_RECEIVED
GLOBAL ENGINEERING & TECHNOLOGY 401(K) PLAN
401(k) retirement plan
Active participants
98
Accounts w/ balance
118
Plan assets (EOY)
$11.3M
Net assets (EOY)
$11.3M
How this plan invests
This plan
17 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 58 bps in Schedule C fees — 101% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBAL ENGINEERING & TECHNOLOGY, INC..
Plan sponsor
Name
GLOBAL ENGINEERING & TECHNOLOGY, INC.
EIN
65-1003579
Address
3191 CORAL WAY · SUITE 403 · MIAMI, FL · 331453220
Phone
(305) 648-1102
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
2025-09-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KABAT, SCHERTZER, DE LA TORRE ET AL
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $49K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL ENGINEERING & TEC | 65-1003579 | — | ACCOUNTANT | $17K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
Investments
20 direct securities · 17 pooled funds· $11.4M(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
$6.0M
13 holdings
Pooled Separate Account
$2.7M
4 holdings
Uncategorized
$2.6M
20 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LGCAP S&P 500 INDEX SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.3M | 19.9% | |
| PRIN LIFETIME HY 2040 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.0M | 9.1% | |
| PRIN LIFETIME HY 2020 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $905K | 8.0% | |
| PRIN LIFETIME HY 2050 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $806K | 7.1% | |
| PRIN LIFETIME HY 2055 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $748K | 6.6% | |
| PRIN LIFETIME HY 2045 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $552K | 4.9% | |
| Columbia Funds Columbia Dividend Income C Fund | — | — | — | $474K | 4.2% | |
| American Funds Service Company American Funds New Perspective R1 Fund | — | — | — | $437K | 3.9% | |
| PRIN LIFETIME HY 2025 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $429K | 3.8% | |
| PRIN LIFETIME HY 2030 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $389K | 3.4% | |
| PRIN LIFETIME HY 2035 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $376K | 3.3% | |
| PRIN LIFETIME HY INC CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $325K | 2.9% | |
| PRIN SMALLCAP GROWTH I SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $310K | 2.7% | |
| Principal Life Insurance Company Prin Fixed Inc Guar Option | — | — | — | $304K | 2.7% | |
| PRIN LIFETIME HY 2015 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $286K | 2.5% | |
| American Funds Service Company American Funds New Economy R1 Fund | — | — | — | $263K | 2.3% | |
| MFS Investment management MFS Mid Cap Value R1 Fund | — | — | — | $192K | 1.7% | |
| PRIN SHORT-TERM INCOME SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 124 | Pooled Separate Account | — | — | $170K | 1.5% | |
| American Funds Service Company American Funds Short-Term Bond Fund of America R2 Fund | — | — | — | $143K | 1.3% | |
| Goldman Funds Goldman Sachs Strategic Income C Fund | — | — | — | $142K | 1.3% | |
| American Funds Service Company American Funds New World R1 Fund | — | — | — | $142K | 1.2% | |
| MFS Investment management MFS Growth Allocation R1 Fund | — | — | — | $125K | 1.1% | |
| Franklin Small funds Franklin Small Cap Value C Fund | — | — | — | $96K | 0.8% | |
| Notes Receivable from Participants Interest at 5.25% to 10.50% various maturities through 2029 - | — | — | — | $89K | 0.8% | |
| PGIM Funds PGIM Global Real Estate C Fund | — | — | — | $64K | 0.6% | |
| PRIN LIFETIME HY 2065 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $63K | 0.6% | |
| PRIN LIFETIME HY 2060 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $60K | 0.5% | |
| MFS Investment management MFS International Intrinsic Value R1 Fund | — | — | — | $53K | 0.5% | |
| Invesco Funds Invesco Oppenheimer International Growth C Fund | — | — | — | $45K | 0.4% | |
| American Funds Service Company American Funds EuroPacific Growth R1 Fund | — | — | — | $25K | 0.2% | |
| (E) | — | — | — | $15K | 0.1% | |
| MFS Investment management MFS Value R1 Fund | — | — | — | $15K | 0.1% | |
| Janus Funds Janus Henderson Enterprise C Fund | — | — | — | $9K | <0.1% | |
| American Funds Service Company American Funds American Balanced R1 Fund | — | — | — | $6K | <0.1% | |
| Principal Global Investors Trust Co Principal Global Multi-Strategy Separate Account-R1 | — | — | — | $5K | <0.1% | |
| PRIN LT HYBRID 2070 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $2K | <0.1% | |
| PRIN GLOBAL MULTI-STR SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 132 | Pooled Separate Account | — | — | $0 | <0.1% |
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