Plan Snapshot
- Plan Sponsor: State Street Corporation
- Sponsor EIN: 042456637
- Sponsor Address: ONE CONGRESS STREET/ OCB 8, BOSTON, MA, 02114
- Plan Type: DB
- Total Participants: 2,824
- Total Assets: $866.1M
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 | 2,824 | $866.1M | $0 | $0 |
| 2023 | 3,076 | $889.1M | $0 | $0 |
| 2022 | 3,253 | $850.4M | $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 |
|---|---|---|---|---|
| ERNST & YOUNG, LLP | Auditor | $67,500 | — | $67,500 |
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: $67,500
- Estimated Expense Ratio: 0.008% 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 | $3,120,767 | $1,355,201 | — | $67,500 | — |
| 2023 | $3,107,426 | $1,371,518 | — | $67,500 | — |
| 2022 | $3,299,199 | $1,558,065 | — | — | $260,327 |