# Global Trust Company 401(k) Plan
Source: https://planprovider.pro/companies/global-trust-company-474601867-001

> Global Trust Company's 401(k) plan: 0 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Global Trust Company

- **Sponsor EIN:** 474601867

- **Sponsor Address:** 12 GILL STREET, SUITE 2600, WOBURN, MA, 01801

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $157.4M

## 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|$157.4M|$0|$0|

| 2024|0|$107.5M|$0|$0|

| 2023|0|$618.7M|$0|$0|

| 2022|0|$577.9M|$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|

| GLOBAL TRUST COMPANY|Custodian / Trustee|$68,490|—|$68,490|

| PRICE WATERHOUSE COOPERS|Auditor|$66,375|—|$66,375|

| WELLINGTON MANAGEMENT COMPANY|Investment Advisor|$44,442|—|$44,442|

| BANK OF NEW YORK MELLON|Custodian / Trustee|$44,216|—|$44,216|

| NORTHEAST RETIREMENT SERVICES|Other Service Provider|$16,401|—|$16,401|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $239,924

- **Estimated Expense Ratio:** 0.152% 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|$254,506|$112,932|—|$66,375|—|

| 2024|$1,283,219|$957,702|—|$123,418|—|

| 2023|$2,101,040|$1,708,392|—|$102,800|—|

| 2022|$2,443,717|$1,949,191|—|—|$426,135|

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