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Original filing (PDF)20251014104702NAL0002559697001
GLOBAL FEDERAL CREDIT UNION
Form 5500
FILING_RECEIVED
GLOBAL 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,963
Accounts w/ balance
1,840
Plan assets (EOY)
$149.6M
Net assets (EOY)
$149.6M
How this plan invests
This plan
26 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 23 bps in Schedule C fees — 127% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBAL FEDERAL CREDIT UNION.
Plan sponsor
Name
GLOBAL FEDERAL CREDIT UNION
EIN
92-0019874
Address
PO BOX 196613 · ANCHORAGE, AK · 995036636
Phone
(907) 531-2322
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $217K | — |
| MEMBERS CAPITAL ADVISORS, INC. DBA | 42-0388260 | — | NONE | $122K | — |
Investments
26 direct securities· $149.6M(100% of reported assets)
Uncategorized
$143.3M
25 holdings
Mutual Funds
$6.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Investment Contract * CMFG Group Annuity Contract # | — | — | — | $17.5M | 11.7% | |
| BlackRock Funds BR Lifepath Index 2040 K # | — | — | — | $16.1M | 10.8% | |
| Fidelity Investments Fidelity 500 Index Institutional Prem # | — | — | — | $16.0M | 10.7% | |
| Fidelity Investments Fidelity Large Cap growth Idx Instl # | — | — | — | $16.0M | 10.7% | |
| BlackRock Funds BR Lifepath Index Retire K # | — | — | — | $15.4M | 10.3% | |
| BlackRock Funds BR Lifepath Index 2050 K # | — | — | — | $7.9M | 5.3% | |
| BlackRock Funds BR Lifepath Index 2035 K # | — | — | — | $6.8M | 4.5% | |
| BlackRock Funds BR Lifepath Index 2030 K # | Mutual Funds | — | — | $6.3M | 4.2% | |
| Fidelity Investments Fidelity Mid Cap Index Instl Prem # | — | — | — | $5.2M | 3.5% | |
| Dimensional Fund Advisors DFA US Scalp # | — | — | — | $4.2M | 2.8% | |
| JPMorgan JP Morgan Equity Income R6 # | — | — | — | $4.0M | 2.6% | |
| BlackRock Funds BR Lifepath Index 2045 K # | — | — | — | $3.7M | 2.5% | |
| Dimensional Fund Advisors DFA US Large Cap Value # | — | — | — | $3.4M | 2.2% | |
| Fidelity Investments Fidelity global Ex US Index Instl Prem # | — | — | — | $3.3M | 2.2% | |
| BlackRock Funds BR Lifepath Index 2055 K # | — | — | — | $3.1M | 2.1% | |
| Dodge & Cox Dodge & Cox Income # | — | — | — | $2.8M | 1.9% | |
| through May 3, 2052 # | — | — | — | $2.8M | 1.8% | |
| BlackRock Funds BR Lifepath Index 2060 K # | — | — | — | $2.7M | 1.8% | |
| Diamond Hill Capital Mgmt. Diamond Hill Mid Cap Y # | — | — | — | $2.3M | 1.6% | |
| Vanguard Investments Vanguard Real Estate index Admiral # | — | — | — | $2.3M | 1.5% | |
| Dimensional Fund Advisors DFA Int CRE Eq Portfolio # | — | — | — | $2.2M | 1.5% | |
| Fidelity Investments Fidelity US Bond Index Admiral # | — | — | — | $1.9M | 1.3% | |
| Putnam Funds Putnam High Yield Y # | — | — | — | $1.8M | 1.2% | |
| BlackRock Funds BR Lifepath Index 2065 K # | — | — | — | $721K | 0.5% | |
| PIMCO Investment PIMCO Real Return Instl # | — | — | — | $570K | 0.4% | |
| Fidelity Investments Fidelity Small Cap Index Instl Prem # | — | — | — | $534K | 0.4% |