# Global Trust Company 401(k) Plan
Source: https://planprovider.pro/companies/global-trust-company-474618533-001

> 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:** 474618533

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

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $447.0M

## 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|$447.0M|$0|$0|

| 2024|0|$394.8M|$0|$0|

| 2023|0|$1.7B|$0|$0|

| 2022|0|$1.5B|$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|

| WELLS CAPITAL MANAGEMENT|Investment Advisor|$427,698|—|$427,698|

| STERLING INVESTMENT MANAGEMENT|Investment Advisor|$366,221|—|$366,221|

| GLOBAL TRUST COMPANY|Custodian / Trustee|$225,499|—|$225,499|

| BANK OF NEW YORK MELLON|Custodian / Trustee|$141,387|—|$141,387|

| PRICE WATERHOUSE COOPERS|Auditor|$75,275|—|$75,275|

| NORTHEAST RETIREMENT SERVICES|Other Service Provider|$27,634|—|$27,634|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,263,714

- **Estimated Expense Ratio:** 0.283% 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|$1,267,948|$1,019,418|—|$75,275|—|

| 2024|$2,504,532|$2,153,834|—|$75,500|—|

| 2023|$3,531,824|$3,099,150|—|$79,900|—|

| 2022|$3,236,168|$2,825,417|—|—|$329,231|

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