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Original filing (PDF)20230918123321NAL0027793681001
GLOBALFLUENCY, INC.
Form 5500-SF
FILING_RECEIVED
GLOBALFLUENCY, INC. SALARY DEFERRAL PLAN
401(k) retirement plan
Active participants
19
Accounts w/ balance
7
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 37% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBALFLUENCY, INC..
Plan sponsor
Name
GLOBALFLUENCY, INC.
EIN
77-0154784
Address
1494 HAMILTON AVE · SAN JOSE, CA · 95125
Phone
(408) 677-5300
Industry
Professional & Technical Servicessee all
Plan administrator
Name
MONICA NORIEGA
EIN
74-6525493
City
SAN JOSE, CA
Phone
(408) 677-5300
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-09-18
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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