# Goldentree Asset Management 401(k) Plan
Source: https://planprovider.pro/companies/goldentree-asset-management-981018819-002

> 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:** 002

- **Total Participants:** 0

- **Total Assets:** $1.2B

## 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|$1.2B|$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|

| GOLDENTREE ASSET MANAGEMENT|Investment Advisor|$8,223,333|—|$8,223,333|

| STATE STREET FUND SERVICES LTD.|Other Service Provider|$193,668|—|$193,668|

| PRICEWATERHOUSECOOPERS|Auditor|$93,770|—|$93,770|

| SCHULTE ROTH & ZABEL INTERNATIONAL|ERISA Attorney|$54,184|—|$54,184|

| INTERTRUST|Other Service Provider|$51,345|—|$51,345|

| PRICEWATERHOUSECOOPERS LLP|Auditor|$28,545|—|$28,545|

| BANK OF AMERICA / MERRILL LYNCH|Other Service Provider|$23,387|—|$23,387|

| BROWN RUDNICK BERLACK ISREAL|ERISA Attorney|$15,598|—|$15,598|

| HOULIHAN LOKEY|Other Service Provider|$15,341|—|$15,341|

| BRUCE GENDELMAN CO., INC|ERISA Attorney|$15,047|—|$15,047|

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

| ARCESIUM LLC|Other Service Provider|$8,644|—|$8,644|

| PROSKAUER ROSE|ERISA Attorney|$5,593|—|$5,593|

### Verified Provider Profiles

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

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

- [SCHULTE ROTH & ZABEL INTERNATIONAL](https://planprovider.pro/provider/schulte-roth-and-zabel-llp) — ERISA Attorney

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,738,458

- **Estimated Expense Ratio:** 0.725% 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|$8,890,654|$7,192,393|$1,238,893|$133,937|—|

| 2023|$10,183,744|$8,071,240|$1,390,084|$106,044|—|

| 2022|$9,125,173|$7,420,061|—|—|$240,267|

## Similar Plans

- [The Business Council Of New York State, INC. Insurance Fund](https://planprovider.pro/companies/the-business-council-of-new-york-state-inc-insurance-fund-146034807-501) — 151,182 participants

- [A&E Health & Welfare Trust C/O Cnb](https://planprovider.pro/companies/a-e-health-welfare-trust-c-o-cnb-856722269-501) — 1,717 participants

- [Rochester Area Construction And Materials Health And Welfare Fund](https://planprovider.pro/companies/rochester-area-construction-and-materials-health-and-welfare-fund-160962644-501) — 1,359 participants

- [United Cerebral Palsy Of New](https://planprovider.pro/companies/united-cerebral-palsy-of-new-plan-004) — 1,128 participants

- [National Football League](https://planprovider.pro/companies/national-football-league-131922622-503) — 867 participants

- [New York Oil Heating Insurance Fund](https://planprovider.pro/companies/new-york-oil-heating-insurance-fund-135668120-501) — 308 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/goldentree-asset-management-981018819-002)

© 2026 PlanProvider.Pro