# Blackrock Institutional Trust Company, N.A. 401(k) Plan
Source: https://planprovider.pro/companies/blackrock-institutional-trust-company-n-a-980655535-001

> Blackrock Institutional Trust Company, N.A.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Blackrock Institutional Trust Company, N.A.

- **Sponsor EIN:** 980655535

- **Sponsor Address:** 50 HUDSON YARDS, NEW YORK, NY, 10001

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $873.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$873.7M|$0|$0|

| 2023|0|$1.2B|$0|$0|

| 2022|0|$1.1B|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BLACKROCK INSTITUTIONAL TRUST CO NA|Other Service Provider|$3,649,197|—|$3,649,197|

| STATE STREET BANK & TRUST CO|Other Service Provider|$665,108|—|$665,108|

| STATE STREET CAYMAN TRUST COMPANY|Other Service Provider|$200,130|—|$200,130|

| STATE STREET BANK & TRUST CO BOSTON|Other Service Provider|$12,588|—|$12,588|

| CARNE GLOBAL FINANCIAL SERVICES|Other Service Provider|$8,054|—|$8,054|

| BLACKROCK FINANCIAL MANAGEMENT INC|Other Service Provider|$8,007|—|$8,007|

| IAN PILGRIM|Other Service Provider|$7,895|—|$7,895|

| PARADIGM GOVERNANCE PARTNERS LTD|Other Service Provider|$7,895|—|$7,895|

| PWC US TAX LLP|Other Service Provider|$6,066|—|$6,066|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $4,564,940

- **Estimated Expense Ratio:** 0.522% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$4,269,074|$3,286,717|$878,347|$76,550|—|

| 2023|$4,173,884|$3,075,803|$936,772|$74,563|—|

| 2022|$5,773,821|$5,663,406|—|—|$79,397|

## Similar Plans

- [Blackrock Financial Management, INC](https://planprovider.pro/companies/blackrock-financial-management-inc-204552354-001) — 0 participants

- [Blackrock Financial Management, INC](https://planprovider.pro/companies/blackrock-financial-management-inc-204552399-001) — 0 participants

- [Blackrock Institutional Trust Company, N.A.](https://planprovider.pro/companies/blackrock-institutional-trust-company-n-a-981068464-001) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/blackrock-institutional-trust-company-n-a-980655535-001)

© 2026 PlanProvider.Pro