# Martingale Investment Trust Series 1 - Us Low Volatility Large 401(k) Plan
Source: https://planprovider.pro/companies/martingale-investment-trust-series-1-us-low-volatility-large-462669543-001

> Martingale Investment Trust Series 1 - Us Low Volatility Large's 401(k) plan: 0 participants, plan year 2025 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Martingale Investment Trust Series 1 - Us Low Volatility Large

- **Sponsor EIN:** 462669543

- **Sponsor Address:** 888 BOYLSTON STREET, SUITE 1400, BOSTON, MA, 02199

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $483.3M

## 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|$483.3M|$0|$0|

| 2024|0|$456.5M|$0|$0|

| 2023|0|$544.1M|$0|$0|

| 2022|0|$583.2M|$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|

| MARTINGALE ASSET MANAGEMENT, L.P.|Other Service Provider|$1,674,522|—|$1,674,522|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,674,522

- **Estimated Expense Ratio:** 0.346% 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|$1,674,522|$1,674,522|—|—|—|

| 2024|$1,813,287|$1,813,287|—|—|—|

| 2023|$1,963,879|$1,963,879|—|—|—|

| 2022|$2,179,981|$2,179,981|—|—|—|

## Similar Plans

- [Fmr LLC](https://planprovider.pro/companies/fmr-llc-043532603-561) — 69,196 participants

- [Fmr LLC](https://planprovider.pro/companies/fmr-llc-401k-plan) — 68,838 participants

- [Fidelity Workplace Services LLC](https://planprovider.pro/companies/fidelity-workplace-services-llc-401k-plan) — 13,825 participants

- [Computershare Us Services INC.](https://planprovider.pro/companies/computershare-us-services-inc-401k-plan) — 4,479 participants

- [Wellington Management Company LLP](https://planprovider.pro/companies/wellington-management-company-llp-plan-003) — 2,072 participants

- [Massachusetts Financial Services Company](https://planprovider.pro/companies/massachusetts-financial-services-company-plan-002) — 1,717 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/martingale-investment-trust-series-1-us-low-volatility-large-462669543-001)

© 2026 PlanProvider.Pro