# Global Trust Company 401(k) Plan
Source: https://planprovider.pro/companies/global-trust-company-611865746-001

> 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:** 611865746

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

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $780.0M

## 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|$780.0M|$0|$0|

| 2024|0|$609.9M|$0|$0|

| 2023|0|$2.8B|$0|$0|

| 2022|0|$2.4B|$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|

| PARAMETRIC PORTFOLIO ASSOCIATES|Investment Advisor|$412,949|—|$412,949|

| PASSAIC PARTNERS|Investment Advisor|$412,949|—|$412,949|

| GLOBAL TRUST COMPANY|Custodian / Trustee|$390,485|—|$390,485|

| METLIFE INVESTMENT MAMAGEMENT|Investment Advisor|$369,426|—|$369,426|

| PRICE WATERHOUSE COOPERS|Auditor|$85,015|—|$85,015|

| STATE STREET BANK AND TRUST|Custodian / Trustee|$82,686|—|$82,686|

| STERLING INVESTMENT MANAGEMENT|Investment Advisor|$70,634|—|$70,634|

| NORTHEAST RETIREMENT SYSTEMS|Other Service Provider|$39,441|—|$39,441|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,863,585

- **Estimated Expense Ratio:** 0.239% 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|$2,007,321|$1,610,674|—|$85,015|—|

| 2024|$3,175,508|$2,588,627|—|$85,240|—|

| 2023|$4,215,490|$3,418,481|—|—|—|

| 2022|$4,062,085|$3,280,268|—|—|$638,363|

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