Plan Snapshot
- Plan Sponsor: The Depository Trust & Clearing Corporation
- Sponsor EIN: 134086405
- Sponsor Address: 570 WASHINGTON BOULEVARD, JERSEY CITY, NJ, 07310
- Plan Type: DB
- Total Participants: 725
- Total Assets: $722.3M
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. |
|---|---|---|---|---|
| 2024 | 725 | $722.3M | $0 | $0 |
| 2023 | 808 | $766.7M | $0 | $0 |
| 2022 | 908 | $756.9M | $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 |
|---|---|---|---|---|
| PRINCIPAL TRUST COMPANY | NONE | $760,033 | — | $760,033 |
| METLIFE | NONE | $105,953 | — | $105,953 |
| DELOITTE & TOUCHE LLP | NONE | $99,813 | — | $99,813 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRINCIPAL TRUST COMPANY — NONE
- DELOITTE & TOUCHE LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $965,799
- Estimated Expense Ratio: 0.134% 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 | $1,418,681 | — | $105,953 | $99,813 | — |
| 2023 | $1,191,792 | — | $96,615 | $97,646 | — |
| 2022 | $1,450,455 | — | — | — | $721,826 |