# Blackrock Institutional Trust Company, N.A. 401(k) Plan
Source: https://planprovider.pro/companies/blackrock-institutional-trust-company-n-a-981068464-001

> 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:** 981068464

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

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $359.3M

## 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|$359.3M|$0|$0|

| 2023|0|$491.5M|$0|$0|

| 2022|0|$486.0M|$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|$1,578,704|—|$1,578,704|

| JP MORGAN CHASE BANK US|Other Service Provider|$193,941|—|$193,941|

| PWC US TAX LLP|Other Service Provider|$62,858|—|$62,858|

| 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 PARTNERSLIMITED|Other Service Provider|$7,895|—|$7,895|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,867,354

- **Estimated Expense Ratio:** 0.520% 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|$4,789,728|$1,602,493|—|$75,275|—|

| 2023|$5,173,897|$2,083,914|—|$82,178|—|

| 2022|$7,475,923|$2,604,039|—|—|$328,335|

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