Plan Snapshot
- Plan Sponsor: State Street Corporation
- Sponsor EIN: 042456637
- Sponsor Address: GHR BENEFITS, BOSTON, MA, 02114
- Plan Type: 401(k)
- Total Participants: 11,992
- Total Assets: $6.5B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 11,992 | $6.5B | $98.8M | $163.1M |
| 2023 | 12,777 | $5.7B | $96.2M | $162.9M |
| 2022 | 12,168 | $4.8B | $89.6M | $150.6M |
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 |
|---|---|---|---|---|
| ERNST & YOUNG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $2,694,935 | — | — | — | — |
| 2023 | $2,287,994 | $2,287,994 | — | — | — |
| 2022 | $2,448,014 | $2,448,014 | — | — | — |