# State Street Corporation DB Plan
Source: https://planprovider.pro/companies/state-street-corporation-plan-001

> State Street Corporation's DB plan: 2,824 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:** 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](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:** $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|

## Similar Plans

- [Millbury Federal Credit Union](https://planprovider.pro/companies/millbury-federal-credit-union-401k-plan) — 92 participants

- [State Street Corporation](https://planprovider.pro/companies/state-street-corporation-401k-plan) — 11,992 participants

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