# State Street Corporation 401(k) Plan
Source: https://planprovider.pro/companies/state-street-corporation-401k-plan

> State Street Corporation's 401(k) plan: 11,992 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ernst-and-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|—|—|—|

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