Kathleen Wright signed Global Lending Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Global Lending Services LLC's EIN is 90-0772739.
Download the official 2024 Form 5500 (PDF) for Global Lending Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Global Lending Services LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $109K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLTON GROOME FINANCIAL ADVISORS | 36-4540515 | — | ADVISOR | $17K | — |
| STRATEGIC ADVISORS, INC. |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $4.8M | 17.8% | |
| Fidelity FID FDM IDX 2050 IPR | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $2.0M | 7.6% | |
| Fidelity FID FDM IDX 2040 IPR | Common Collective Trusts | — | — | $1.9M | 6.8% | |
| Fidelity FID FDM IDX 2045 IPR | Common Collective Trusts | — | — | $1.8M | 6.6% | |
| Fidelity FID FDM IDX 2030 IPR | Common Collective Trusts | — | — | $1.8M | 6.6% | |
| Fidelity FID FDM IDX 2060 IPR | Common Collective Trusts | — | — | $1.7M | 6.3% | |
| Fidelity FID FDM IDX 2035 IPR | Common Collective Trusts | — | — | $1.6M | 6.0% | |
| Participants Participant Loans - Interest Rates at 4.25% - 9.50% - | Bonds / Notes | — | — | $1.0M | 3.8% | |
| Fidelity FID FDM IDX 2065 IPR | Common Collective Trusts | — | — | $993K | 3.7% | |
| Fidelity FID FDM IDX 2025 IPR | Common Collective Trusts | — | — | $772K | 2.9% | |
| Fidelity FID US SUSTN IDX | Common Collective Trusts | — | — | $542K | 2.0% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $531K | 2.0% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $376K | 1.4% | |
| Fidelity FID INTL INDEX | Mutual Funds | — | — | $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 | Common Collective Trusts | — | — | $289K | 1.1% | |
| J. P. Morgan JPM EQUITY INCOME R6 | Other securities | — | — | $258K | 1.0% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $245K | 0.9% | |
| Fidelity FID INTL SUSTN IDX | Common Collective Trusts | — | — | $192K | 0.7% | |
| BlackRock BLKRK TOT RETURN K | Other securities | — | — | $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 | Common Collective Trusts | — | — | $88K | 0.3% | |
| American Funds AF CSV GR&INC PTF R6 | Mutual Funds | — | — | $63K | 0.2% | |
| Fidelity FID SUSTN BOND IDX | Common Collective Trusts | — | — | $24K | <0.1% | |
| American Funds AF GRTH & INC R6 | Mutual Funds | — | — | $15K | <0.1% | |
| Fidelity FID FDM IDX 2010 IPR | Common Collective Trusts | — | — | $14K | <0.1% | |
| Fidelity FID GOVT MMKT | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity FID FDM IDX 2070 IPR | Common Collective Trusts | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $7K |
| — |
