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Original filing (PDF)20250624144043NAL0006961889001
GLOBAL LENDING SERVICES LLC
Form 5500
FILING_RECEIVED
GLOBAL LENDING SERVICES LLC 401(K) PLAN
401(k) retirement plan
Active participants
948
Accounts w/ balance
1,034
Plan assets (EOY)
$27.1M
Net assets (EOY)
$27.1M
How this plan invests
This plan
3 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 49 bps in Schedule C fees — 69% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBAL LENDING SERVICES LLC.
Plan sponsor
Name
GLOBAL LENDING SERVICES LLC
EIN
90-0772739
Address
1200 BROOKFIELD BLVD, SUITE #300 · GREENVILLE, SC · 29607
Phone
(866) 464-0269
Industry
Finance & Insurancesee 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
2025-06-24
Pension benefit codes
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)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $109K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLTON GROOME FINANCIAL ADVISORS | 36-4540515 | — | ADVISOR | $17K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
Investments
27 direct securities · 3 pooled funds· $27.1M(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.
Uncategorized
$24.5M
27 holdings
Common Collective Trust
$2.6M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FID 500 INDEX | — | — | — | $4.8M | 17.8% | |
| Fidelity FID FDM IDX 2050 IPR | — | — | — | $2.9M | 10.9% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $2.1M | 7.9% | |
| Fidelity FID FDM IDX 2055 IPR | — | — | — | $2.0M | 7.6% | |
| Fidelity FID FDM IDX 2040 IPR | — | — | — | $1.9M | 6.8% | |
| Fidelity FID FDM IDX 2045 IPR | — | — | — | $1.8M | 6.6% | |
| Fidelity FID FDM IDX 2030 IPR | — | — | — | $1.8M | 6.6% | |
| Fidelity FID FDM IDX 2060 IPR | — | — | — | $1.7M | 6.3% | |
| Fidelity FID FDM IDX 2035 IPR | — | — | — | $1.6M | 6.0% | |
| Participants Participant Loans - Interest Rates at 4.25% - 9.50% - | — | — | — | $1.0M | 3.8% | |
| Fidelity FID FDM IDX 2065 IPR | — | — | — | $993K | 3.7% | |
| Fidelity FID FDM IDX 2025 IPR | — | — | — | $772K | 2.9% | |
| Fidelity FID US SUSTN IDX | — | — | — | $542K | 2.0% | |
| Fidelity FID MID CAP IDX | — | — | — | $531K | 2.0% | |
| Fidelity FID SM CAP IDX | — | — | — | $376K | 1.4% | |
| Fidelity FID INTL INDEX | — | — | — | $362K | 1.3% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $309K | 1.1% | |
| Fidelity FID FDM IDX 2015 IPR 395 * Fidelity FID FDM IDX 2020 IPR | — | — | — | $289K | 1.1% | |
| J. P. Morgan JPM EQUITY INCOME R6 | — | — | — | $258K | 1.0% | |
| Fidelity FID US BOND IDX | — | — | — | $245K | 0.9% | |
| Fidelity FID INTL SUSTN IDX | — | — | — | $192K | 0.7% | |
| BlackRock BLKRK TOT RETURN K | — | — | — | $126K | 0.5% | |
| GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $106K | 0.4% | |
| Fidelity FID FDM IDX INC IPR | — | — | — | $88K | 0.3% | |
| American Funds AF CSV GR&INC PTF R6 | — | — | — | $63K | 0.2% | |
| Fidelity FID SUSTN BOND IDX | — | — | — | $24K | <0.1% | |
| American Funds AF GRTH & INC R6 | — | — | — | $15K | <0.1% | |
| Fidelity FID FDM IDX 2010 IPR | — | — | — | $14K | <0.1% | |
| Fidelity FID GOVT MMKT | — | — | — | $8K | <0.1% | |
| Fidelity FID FDM IDX 2070 IPR | — | — | — | $5K | <0.1% |
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