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Original filing (PDF)20251008090958NAL0009078048001
GLOBAL WIDGET, LLC
Form 5500
FILING_RECEIVED
GLOBAL WIDGET, LLC 401(K) PLAN
401(k) retirement plan
Active participants
248
Accounts w/ balance
118
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
How this plan invests
This plan
46 pooled trusts
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 48% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBAL WIDGET, LLC.
Plan sponsor
Name
GLOBAL WIDGET, LLC
EIN
81-2430361
Address
8419 SUNSTATE STREET · TAMPA, FL · 33634
Phone
(813) 928-8320
Industry
Manufacturingsee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KELLY PARTNERS FRS ATTEST SERVICES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE CO. | 39-0989781 | — | RECORDKEEPER | $24K | — |
Investments
4 direct securities · 46 pooled funds· $4.2M(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.
Pooled Separate Account
$4.1M
46 holdings
Uncategorized
$132K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRANSAMERICA RETIREONTRACK 2050 TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 695 | Pooled Separate Account | — | — | $566K | 13.5% | |
| AMERICAN FUNDS GROWTH FUND OF AMERI TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 250 | Pooled Separate Account | — | — | $417K | 9.9% | |
| TRANSAMERICA RETIREONTRACK 2030 TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $406K | 9.7% | |
| TRANSAMERICA RETIREONTRACK 2045 TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $370K | 8.8% | |
| TRANSAMERICA RETIREONTRACK 2040 TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $362K | 8.6% | |
| STATE STREET RUSSELL LARGE CAP GROW TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 122 | Pooled Separate Account | — | — | $312K | 7.4% | |
| TRANSAMERICA RETIREONTRACK 2055 TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $290K | 6.9% | |
| TRANSAMERICA RETIREONTRACK 2035 TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $264K | 6.3% | |
| TRANSAMERICA RETIREONTRACK 2060 TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $211K | 5.0% | |
| TRANSAMERICA RETIREONTRACK 2020 TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 689 | Pooled Separate Account | — | — | $185K | 4.4% | |
| BLACKROCK MID CAP DIVIDEND RET OPT TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 214 | Pooled Separate Account | — | — | $125K | 3.0% | |
| participants participant accounts | — | — | — | $120K | 2.9% | |
| AEGON US CORE PLUS RET OPT TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 312 | Pooled Separate Account | — | — | $85K | 2.0% | |
| FEDERATED HERMES MDT LARGE CAP VAL TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 728 | Pooled Separate Account | — | — | $81K | 1.9% | |
| JP MORGAN EQUITY INCOME RET OPT TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 584 | Pooled Separate Account | — | — | $60K | 1.4% | |
| MORGAN STANLEY GROWTH RET OPT TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 166 | Pooled Separate Account | — | — | $40K | 0.9% | |
| GOLDMAN SACHS CAPITAL GROWTH RET OP TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 641 | Pooled Separate Account | — | — | $34K | 0.8% | |
| FRANKLIN RISING DIVIDENDS RET OPT TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 640 | Pooled Separate Account | — | — | $34K | 0.8% | |
| BLACKROCK EQUITY DIVIDEND RET OPT TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 240 | Pooled Separate Account | — | — | $34K | 0.8% | |
| TRANSAMERICA MID CAP GROWTH RET OPT TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 425 | Pooled Separate Account | — | — | $31K | 0.7% | |
| TRANSAMERICA RETIREONTRACK 2025 TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $24K | 0.6% | |
| TA LARGE CAP VALUE RET TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 792 | Pooled Separate Account | — | — | $22K | 0.5% | |
| FIDELITY ADV SMALL CAP RET OPT TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 258 | Pooled Separate Account | — | — | $15K | 0.4% | |
| FIDELITY ADV NEW INSIGHTS RET OPT TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 290 | Pooled Separate Account | — | — | $13K | 0.3% | |
| TRANSAMERICA SMALL/MID CAP VALUE RE TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 794 | Pooled Separate Account | — | — | $13K | 0.3% | |
| TA BLACKROCK LP INDEX 2050 RET OPT TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 681 | Pooled Separate Account | — | — | $12K | 0.3% | |
| BLACKROCK HIGH YIELD BOND PORTFOLIO TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 757 | Pooled Separate Account | — | — | $12K | 0.3% | |
| Transamerica Life Ins Co State Street Prtn Series with TA Mod Gr RetOpt a | — | — | — | $8K | 0.2% | |
| TA VANGUARD LIFESTRATEGY MOD GROWTH TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 504 | Pooled Separate Account | — | — | $8K | 0.2% | |
| CLEARTRACK 2025 RET OPTION TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 800 | Pooled Separate Account | — | — | $8K | 0.2% | |
| GOLDMAN SACHS MID-CAP OPPORTUNITIES TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 147 | Pooled Separate Account | — | — | $8K | 0.2% | |
| GOLDMAN SACHS GLOBAL CORE FIXED INC TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 769 | Pooled Separate Account | — | — | $7K | 0.2% | |
| TA VANGUARD SMALL-CAP GROWTH INDEX TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 106 | Pooled Separate Account | — | — | $5K | 0.1% | |
| FEDERATED HERMES INSTITUTIONAL HIGH TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 575 | Pooled Separate Account | — | — | $4K | 0.1% | |
| Fixed annuity contract, contract value * Transamerica Life Ins Co Transamerica Stable Value Advantage Option a | — | — | — | $3K | <0.1% | |
| TA VANGUARD SMALL-CAP VALUE INDEX R TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 108 | Pooled Separate Account | — | — | $2K | <0.1% | |
| LOOMIS SAYLES INVESTMENT GRADE BOND TRANSAMERICA LIFE INSURANCE CO · EIN 39-0989781 / PN 086 | Pooled Separate Account | — | — | $2K | <0.1% | |
| TRANSAMERICA SMARTCOURSE 2060 WITH TRANSAMERICA LIFE INSURANCE CO. · EIN 82-5217478 / PN 091 | Pooled Separate Account | — | — | $2K | <0.1% | |
| Transamerica Life Ins Co State Street Prtn Series with TA Conserv RetOpt a | — | — | — | $2K | <0.1% | |
| TA VANGUARD LIFESTRATEGY INCOME RET TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 503 | Pooled Separate Account | — | — | $2K | <0.1% | |
| TRANSAMERICA MID CAP VALUE OPPORTUN TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 427 | Pooled Separate Account | — | — | $1K | <0.1% | |
| BLACKROCK TOTAL RETURN RET OPT TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 718 | Pooled Separate Account | — | — | $737 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2035 BLKRCK TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 678 | Pooled Separate Account | — | — | $476 | <0.1% | |
| TA SMARTCOURSE 2025 WITH JP MORGAN TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 765 | Pooled Separate Account | — | — | $349 | <0.1% | |
| JPMORGAN SMARTRETMENT 2050 RET TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 659 | Pooled Separate Account | — | — | $338 | <0.1% | |
| TA SMARTCOURSE 2045 WITH JP MORGAN TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 658 | Pooled Separate Account | — | — | $338 | <0.1% | |
| TRANSAMERICA FUTUREFOCUS 2055 W AME TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 660 | Pooled Separate Account | — | — | $337 | <0.1% | |
| TRANSAMERICA CLEARTRACK 2035 RET OP TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 802 | Pooled Separate Account | — | — | $320 | <0.1% | |
| TRANSAMERICA SMARTCOURSE 2035 JPMOR TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 656 | Pooled Separate Account | — | — | $319 | <0.1% | |
| FIDELITY ADVISOR STRATEGIC INCOME R TRANSAMERICA LIFE INSURANCE CO. · EIN 39-0989781 / PN 576 | Pooled Separate Account | — | — | $0 | <0.1% |