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Original filing (PDF)20251008122700NAL0005839553001
GLOBE MACHINE MANUFACTURING COMPANY
Form 5500
FILING_RECEIVED
GLOBE MACHINE MANUFACTURING COMPANY 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
~99 bps in Sched C fees
Active participants
136
Accounts w/ balance
172
Plan assets (EOY)
$11.2M
Net assets (EOY)
$11.2M
How this plan invests
This plan
1 pooled trust
Schedule D
23 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
- 99 bps in Schedule C fees — 241% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBE MACHINE MANUFACTURING COMPANY.
Plan sponsor
Name
GLOBE MACHINE MANUFACTURING COMPANY
EIN
91-0235240
Address
PO BOX 2274 · TACOMA, WA · 98401
Phone
(253) 383-2584
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
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | — | — | INVESTMENT ADVISOR | $28K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUNNEX AND SHOMAKER, INC. | — | — | CONTRACT ADMIN | $12K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS | 91-1891822 | — | AUDITOR | $23K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | — | OTHER | $26K | — |
Investments
23 direct securities · 1 pooled fund· $10.8M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$10.5M
23 holdings
Pooled Separate Account
$331K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT I 2025 FUND I Registered Investment Companies | — | — | — | $2.5M | 22.5% | |
| T. ROWE PRICE RETIREMENT I 2030 FUND I Registered Investment Companies | — | — | — | $2.1M | 18.7% | |
| T. ROWE PRICE RETIREMENT I 2050 FUND I Registered Investment Companies | — | — | — | $975K | 8.7% | |
| T. ROWE PRICE RETIREMENT I 2040 FUND I Registered Investment Companies | — | — | — | $928K | 8.3% | |
| T. ROWE PRICE RETIREMENT I 2035 FUND I Registered Investment Companies | — | — | — | $629K | 5.6% | |
| T. ROWE PRICE RETIREMENT I 2020 FUND I Registered Investment Companies | — | — | — | $490K | 4.4% | |
| T. ROWE PRICE RETIREMENT I 2045 FUND I Registered Investment Companies | — | — | — | $397K | 3.6% | |
| T. ROWE PRICE RETIREMENT BALANCED FUND I Registered Investment Companies ** 5 * New York Life Anchor Account I Fund Pooled Separate Account | — | — | — | $347K | 3.1% | |
| NY LIFE ANCHOR ACCOUNT I GREAT WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-1455663 / PN 000 | Pooled Separate Account | — | — | $331K | 3.0% | |
| T. ROWE PRICE RETIREMENT I 2010 FUND I Registered Investment Companies | — | — | — | $322K | 2.9% | |
| T. ROWE PRICE RETIREMENT I 2015 FUND I Registered Investment Companies | — | — | — | $316K | 2.8% | |
| VANGUARD 500 INDEX FUND - ADMIRAL Registered Investment Companies | — | — | — | $302K | 2.7% | |
| T. ROWE PRICE RETIREMENT I 2060 FUND I Registered Investment Companies | — | — | — | $292K | 2.6% | |
| maturing through August 2029 - | — | — | — | $236K | 2.1% | |
| T. ROWE PRICE RETIREMENT I 2055 FUND I Registered Investment Companies | — | — | — | $193K | 1.7% | |
| AB LARGE CAP GROWTH Z Registered Investment Companies | — | — | — | $103K | 0.9% | |
| VANGUARD SMALL CAP INDEX FUND - ADMIRAL Registered Investment Companies | — | — | — | $90K | 0.8% | |
| T. ROWE PRICE DIVIDEND GROWTH I Registered Investment Companies | — | — | — | $82K | 0.7% | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL Registered Investment Companies | — | — | — | $49K | 0.4% | |
| VANGUARD EQUITY-INCOME ADM Registered Investment Companies | — | — | — | $40K | 0.4% | |
| VANGUARD MID CAP INDEX ADM Registered Investment Companies | — | — | — | $40K | 0.4% | |
| COHEN & STEERS REAL ESTATE SECURITIES Z Registered Investment Companies | — | — | — | $33K | 0.3% | |
| PIMCO INCOME INSTL Registered Investment Companies | — | — | — | $13K | 0.1% | |
| DODGE & COX INCOME X Registered Investment Companies | — | — | — | $2K | <0.1% |
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