State Street Retirement Plan
Sponsored by State Street Corporation · EIN 042456637 · Plan #001
- Total assets
- $866M
- Net assets
- $861M
- Active participants
- 2,824
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| State Street Global Advisors | Investment management fees (direct), Custodial (other), Custodial (securities) | $1,355,200 |
| Fid Inv Inst Ops Co | Recordkeeping fees, Account maintenance fees, Direct payment from the plan | $498,498 |
| Mercer | Actuarial, Direct payment from the plan | $216,206 |
| Ernst & Young, Llp | Accounting, Direct payment from the plan | $67,500 |
| John Hancock | Contract administrator, Direct payment from the plan | $16,209 |