Plan Snapshot
- Plan Sponsor: Global Trust Company
- Sponsor EIN: 384080983
- Sponsor Address: 12 GILL STREET, SUITE 2600, WOBURN, MA, 01801
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $1.1B
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. |
|---|---|---|---|---|
| 2025 | 0 | $1.1B | $0 | $0 |
| 2024 | 0 | $1.1B | $0 | $0 |
| 2023 | 0 | $1.0B | $0 | $0 |
| 2022 | 0 | $1.2B | $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 |
|---|---|---|---|---|
| STATE STREET BANK & TRUST | Other Service Provider | $365,137 | — | $365,137 |
| GLOBAL TRUST COMPANY | Custodian / Trustee | $263,155 | — | $263,155 |
| PRICE WATERHOUSE COOPERS | Auditor | $65,050 | — | $65,050 |
| NORTHEAST RETIREMENT SERVICES | Other Service Provider | $12,500 | — | $12,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $705,842
- Estimated Expense Ratio: 0.066% 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 |
|---|---|---|---|---|---|
| 2025 | $2,867,476 | $2,412,292 | — | $65,050 | — |
| 2024 | $2,945,681 | $2,495,807 | — | $63,200 | — |
| 2023 | $2,776,544 | $2,335,473 | — | $63,400 | — |
| 2022 | $2,922,181 | $2,501,356 | — | — | $396,980 |