# Goldentree Asset Management 401(k) Plan
Source: https://planprovider.pro/companies/goldentree-asset-management-981018819-001

> Goldentree Asset Management'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:** Goldentree Asset Management

- **Sponsor EIN:** 981018819

- **Sponsor Address:** 300 PARK AVENUE, 21ST FLOOR, NEW YORK, NY, 10022

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $496.1M

## 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|$496.1M|$0|$0|

| 2023|0|$428.2M|$0|$0|

| 2022|0|$332.3M|$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|

| GOLDENTREE ASSET MANAGEMENT|Investment Advisor|$3,001,057|—|$3,001,057|

| CIBC|Other Service Provider|$100,976|—|$100,976|

| PRICEWATERHOUSECOOPERS|Auditor|$91,385|—|$91,385|

| JP MORGAN CHASE|Custodian / Trustee|$77,147|—|$77,147|

| PRICEWATERHOUSECOOPERS LLP|Auditor|$73,852|—|$73,852|

| WHITE & CASE LLP|ERISA Attorney|$73,772|—|$73,772|

| INTERTRUST|Other Service Provider|$29,717|—|$29,717|

| STATE STREET FUND SERVICES LTD.|Other Service Provider|$19,001|—|$19,001|

| PJT PARTNERS LP|Other Service Provider|$18,838|—|$18,838|

| AKIN GUMP STRAUSS HAUER & FELD LLP|Other Service Provider|$16,144|—|$16,144|

| ANALYSIS GROUP, INC.|Other Service Provider|$14,126|—|$14,126|

| 19 DEGREES|Other Service Provider|$10,003|—|$10,003|

| BRUCE GENDELMAN CO., INC|Other Service Provider|$6,701|—|$6,701|

| ARCESIUM LLC|Other Service Provider|$6,019|—|$6,019|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PRICEWATERHOUSECOOPERS](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

- [PRICEWATERHOUSECOOPERS LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

- [WHITE & CASE LLP](https://planprovider.pro/provider/white-and-case-llp) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,538,738

- **Estimated Expense Ratio:** 0.713% 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|$3,451,495|$2,713,675|$378,617|$91,385|—|

| 2023|$2,711,763|$2,079,566|$310,247|$90,771|—|

| 2022|$2,971,898|$2,251,798|—|—|$353,447|

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