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Original filing (PDF)20251009104452NAL0003506131001
GLOBALVEND LOGISTICS LLC
Form 5500
FILING_RECEIVED
GLOBALVEND 401(K) PLAN
401(k) retirement plan
Signals · 1
49% in single holding
Active participants
95
Accounts w/ balance
254
Plan assets (EOY)
$415K
Net assets (EOY)
$415K
How this plan invests
This plan
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Mkt Mutual Funds" is 49% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBALVEND LOGISTICS LLC.
Plan sponsor
Name
GLOBALVEND LOGISTICS LLC
EIN
85-1028101
Address
1317 EDGEWATER DR · SUITE 2882 · ORLANDO, FL · 32804
Phone
(407) 551-3435
Industry
Transportation & Warehousingsee 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
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CJ CPAS PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
8 direct securities· $396K(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Mutual Funds | — | — | — | $195K | 47.0% | |
| Vanguard Total Intl Stock Mutual Funds | — | — | — | $116K | 28.0% | |
| Vanguard Real Estate Mutual Funds | — | — | — | $34K | 8.2% | |
| Vanguard Total Bond Market Mutual Funds | — | — | — | $32K | 7.6% | |
| Vanguard Total Intl Bd Mutual Funds | — | — | — | $14K | 3.4% | |
| BANC Master Deposit Account A Interest bearing cash | — | — | — | $2K | 0.4% | |
| Vanguard Shrt-Term Infl-Prot Sec Mutual Funds | — | — | — | $2K | 0.4% | |
| Notes receivable from participants Bearing interest at | — | — | — | $1K | 0.3% |