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Original filing (PDF)20251003050350NAL0001055089001
GLOBAL ETS, LLC
Form 5500
FILING_RECEIVED
GLOBAL ETS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
31% in single holding
Active participants
100
Accounts w/ balance
87
Plan assets (EOY)
$897K
Net assets (EOY)
$897K
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FID FREEDOM INDEX 2060 PREMIER" is 31% of plan.
Helping the score
- Below-peer total fees (47 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBAL ETS, LLC.
Plan sponsor
Name
GLOBAL ETS, LLC
EIN
80-0918920
Address
2631 SUCCESS DRIVE · ODESSA, FL · 33556
Phone
(813) 692-7554
Industry
Other Services (ex. Public Admin)see 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
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total 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
ASSURANCE DIMENSIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
Investments
23 direct securities · 1 pooled fund· $837K(93% 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.
Registered Investment Companies
$836K
23 holdings
Common Collective Trust
$1K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $267K | 29.8% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $151K | 16.9% | |
| PRI REAL ESTATE SECURITIES R6 32 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $96K | 10.7% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $49K | 5.5% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $47K | 5.3% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $33K | 3.7% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $27K | 3.0% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $24K | 2.7% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $20K | 2.2% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $18K | 2.0% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $17K | 1.9% | |
| MFS TOTAL RETURN - R6 351 REGISTERED INVESTMENT COMPANY STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $16K | 1.8% | |
| FID FREE INDX 2015 PREM 384 REGISTERED INVESTMENT COMPANY VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $14K | 1.6% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $12K | 1.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $10K | 1.1% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $8K | 0.8% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $5K | 0.6% | |
| DFA COMMODITY STRAT PORT INST 367 REGISTERED INVESTMENT COMPANY T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $5K | 0.6% | |
| VANGUARD EMG MKTS STK IDX ADM 703 REGISTERED INVESTMENT COMPANY BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $4K | 0.5% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $4K | 0.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $4K | 0.4% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $2K | 0.2% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $2K | 0.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $1K | 0.1% |
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