Kerri England signed Globitech, Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Globitech, Incorporated's EIN is 75-2793645.
Download the official 2024 Form 5500 (PDF) for Globitech, Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Globitech, Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $98K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock S&P 500 Index FD CL K | Common Collective Trusts | — | — | $26.0M | 21.4% | |
| Janus Henderson Forty FD N | Mutual Funds | — | — | $16.9M | 13.9% | |
| INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $12.4M | 10.3% | |
| John Hancock Disciplined R6 | Other securities | — | — | $5.6M | 4.7% | |
| Invesco Core Plus Bond R6 | Mutual Funds | — | — | $5.2M | 4.3% | |
| Janus Henderson Triton Fund N | Mutual Funds | — | — | $4.5M | 3.7% | |
| American Funds Fundamental | Mutual Funds | — | — | $4.5M | 3.7% | |
| Blackrock U.S. Aggregate BND K | Other securities | — | — | $4.1M | 3.4% | |
| Blackrock MSCI EAFE Intrbk IDX K | Common Collective Trusts | — | — | $3.8M | 3.1% | |
| Blackrock Mid-Cap Grth EQ FD K | Other securities | — | — | $3.3M | 2.7% | |
| Janus Henderson Global Equity N | Mutual Funds | — | — | $2.9M | 2.4% | |
| Vanguard Strategic Equity Inv | Mutual Funds | — | — | $2.7M | 2.2% | |
| Blackrock Lifepath Indx Ret K | Other securities | — | — | $2.6M | 2.2% | |
| Columbia Small Cap Value FD | Other securities | — | — | $2.6M | 2.1% | |
| Vanguard Inflation Protected | Mutual Funds | — | — | $2.4M | 2.0% | |
| American Funds New Perspective | Mutual Funds | — | — | $2.2M | 1.8% | |
| Blackrock Russell Mid-Cap Idx K | Common Collective Trusts | — | — | $2.1M | 1.7% | |
| Blackrock Russell 2000 Sml-CP K | Common Collective Trusts | — | — | $2.0M | 1.6% | |
| PGIM High Yield Fund R6 | Other securities | — | — | $2.0M | 1.6% | |
| Victory Capital Established R6 | Other securities | — | — | $1.7M | 1.4% | |
| VICTORY SYCAMORE ESTABLISHD R6 MUTUAL FUNDS | Other securities | — | $1.6M | $1.7M | 1.4% | |
| LOAN FUND LOANS | Other securities | — | $1.6M | $1.6M | 1.3% | |
| Blackrock Lifepath Indx 2030 K | Other securities | — | — | $1.6M | 1.3% | |
| Vanguard REIT Index Fund ADM | Common Collective Trusts | — | — | $1.3M | 1.1% | |
| Blackrock Lifepath Indx 2040 K | Other securities | — | — | $1.3M | 1.1% | |
| Blackrock Lifepath Indx 2035 K | Other securities | — | — | $1.1M | 0.9% | |
| PIMCO Intrnl BD USD Hedge Inst | Mutual Funds | — | — | $1.1M | 0.9% | |
| MFS International Value R6 | Mutual Funds | — | — | $1.0M | 0.9% | |
| MFS INTRNTL INTRINSIC VL FD R6 MUTUAL FUNDS | Mutual Funds | — | $1.2M | $1.0M | 0.9% | |
| Vanguard INTL Grwt FD ADM Clas | Mutual Funds | — | — | $737K | 0.6% | |
| T Rowe Price Small Cap Value l | Mutual Funds | — | — | $409K | 0.3% | |
| American Funds Capital Income | Mutual Funds | — | — | $390K | 0.3% | |
| Blackrock Lifepath Indx 2045 K | Other securities | — | — | $246K | 0.2% | |
| Blackrock Lifepath Indx 2060 K | Other securities | — | — | $243K | 0.2% | |
| Blackrock Lifepath Indx 2055 K | Other securities | — | — | $236K | 0.2% | |
| Blackrock Lifepath Indx 2050 K | Other securities | — | — | $223K | 0.2% | |
| T Rowe Price Intl Discovery Inv | Mutual Funds | — | — | $160K | 0.1% | |
| American Funds New World Fund | Mutual Funds | — | — | $104K | <0.1% | |
| Merrill Lynch Merrill Lynch Bank Deposit Program | Other securities | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
