Original filing (PDF)20250626111205NAL0021335266001

STATE STREET DISCOUNT INC

Name: STATE STREET DISCOUNT INC — STATE STREET DISCOUNT INC 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: STATE STREET DISCOUNT INC

Form 5500-SF

FILING_RECEIVED

STATE STREET DISCOUNT INC 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STATE STREET DISCOUNT INC.

Plan sponsor

Name

STATE STREET DISCOUNT INC

EIN

02-0275301

Address

3613 LAFAYETTE RD · PORTSMOUTH, NH · 038016008

Phone

(603) 436-7047

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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