Global Tote US 401(k) match, vesting and fees
What Global Tote US' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 908 defined-contribution plans in arts, entertainment, and recreation with 100 to 499 participants.
| Global Tote US: employer contribution per participant | $908 | |
| Peer median | $1,540 |
| Global Tote US: average balance | $66,760 | |
| Peer median | $48,682 |
| Global Tote US: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.36% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $6.5M at the end of plan year 2021 to $6.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 165 | $6.9M | $94K | $908 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 191 | $6.8M | $112K | $1,002 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 243 | $5.9M | $145K | $1,166 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 244 | $6.5M | $82K | $704 | <0.01% | Not published | Form 5500 ↗ |
Other Global Tote US plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Global Tote US Pension Plan for Union Employees
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Cbiz Pcas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Global Tote US match 401(k) contributions?
The match terms for the Global Tote US, LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $94K in employer contributions, about $908 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Global Tote US 401(k) match vested?
The vesting schedule for the Global Tote US, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Global Tote US 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Global Tote US LLC.
I left Global Tote US. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Global Tote US LLC, (475) 766-2781) or the recordkeeper, Fidelity Investments Institutional. The Global Tote US old 401(k) page lists the contacts from every plan filing. Find an old Global Tote US 401(k)
Data from the public Form 5500 annual reports Global Tote US filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Global Tote US. Not financial advice. Report a correction · Methodology