Original filing (PDF)20250908094938NAL0011856643001

FIDUCIARY TRUST COMPANY

Name: FIDUCIARY TRUST COMPANY — FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FIDUCIARY TRUST COMPANY

Form 5500

FILING_RECEIVED

FIDUCIARY TRUST COMPANY PROFIT SHARING PLAN

401(k) retirement plan

Signals · 3

27% in single holding93% employer stockHigh average account balance

Active participants

162

Accounts w/ balance

189

Plan assets (EOY)

$68.1M

Net assets (EOY)

$68.1M

How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (89th percentile).
High average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIDUCIARY TRUST COMPANY.

Plan sponsor

Name

FIDUCIARY TRUST COMPANY

EIN

04-1309690

Address

53 STATE STREET · BOSTON, MA · 02109

Phone

(617) 482-5270

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-08

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$9K	—

Investments

35 direct securities· $68.1M(100% of reported assets)

Common Stock

$63.4M

32 holdings

Cash / Money Market

$4.3M

1 holding

Bonds / Notes

$333K

1 holding

Other securities

$67K

1 holding

					% of plan
The Vanguard Group, Inc. Vanguard Institutional Index Fund Inst'l Shares	Common Stock	—	—	$18.1M	26.6%
The Vanguard Group, Inc. Vanguard Target Retirement 2035 Fund	Common Stock	—	—	$5.9M	8.7%
The Vanguard Group, Inc. Vanguard Federal Money Market Fund	Cash / Money Market	—	—	$4.3M	6.3%
The Vanguard Group, Inc. Vanguard Target Retirement 2040 Fund	Common Stock	—	—	$4.3M	6.2%
The Vanguard Group, Inc. Vanguard Total International Stock Index Fund Admiral Shr	Common Stock	—	—	$3.5M	5.2%
The Vanguard Group, Inc. Vanguard U.S. Growth Fund Admiral Shares	Common Stock	—	—	$3.3M	4.9%
The Vanguard Group, Inc. Vanguard Target Retirement 2020 Fund	Common Stock	—	—	$2.9M	4.3%
The Vanguard Group, Inc. Vanguard Target Retirement 2045 Fund	Common Stock	—	—	$2.9M	4.2%
The Vanguard Group, Inc. Vanguard Target Retirement 2050 Fund	Common Stock	—	—	$2.2M	3.3%
The Vanguard Group, Inc. Vanguard Windsor II Fund Admiral Shares	Common Stock	—	—	$2.0M	2.9%
The Vanguard Group, Inc. Vanguard Dividend Growth Fund	Common Stock	—	—	$2.0M	2.9%
The Vanguard Group, Inc. Vanguard Small-Cap Index Fund Admiral Shares	Common Stock	—	—	$1.8M	2.7%
The Vanguard Group, Inc. Vanguard Mid-Cap Growth Index Fund Admiral	Common Stock	—	—	$1.6M	2.4%
The Vanguard Group, Inc. Vanguard Target Retirement 2025 Fund	Common Stock	—	—	$1.6M	2.4%
The Vanguard Group, Inc. Vanguard Target Retirement 2060 Fund	Common Stock	—	—	$1.5M	2.1%
The Vanguard Group, Inc. Vanguard Emerging Markets Stock Index Fund Admiral Shr	Common Stock	—	—	$1.4M	2.1%
The Vanguard Group, Inc. Vanguard Mid-Cap Index Fund Admiral Shares	Common Stock	—	—	$997K	1.5%
The Vanguard Group, Inc. Vanguard Target Retirement 2055 Fund	Common Stock	—	—	$933K	1.4%
The Vanguard Group, Inc. Vanguard Total Bond Market Index Fund Admiral Shares	Common Stock	—	—	$857K	1.3%
The Vanguard Group, Inc. Vanguard Target Retirement 2030 Fund	Common Stock	—	—	$851K	1.2%
The Vanguard Group, Inc. Vanguard Short-Term Bond Index Fund Admiral Shares	Common Stock	—	—	$717K	1.1%
The Vanguard Group, Inc. Vanguard International Growth Fund Admiral Shares	Common Stock	—	—	$670K	1.0%
The Vanguard Group, Inc. Vanguard Explorer Fund Admiral Shares	Common Stock	—	—	$576K	0.8%
The Vanguard Group, Inc. Vanguard Small-Cap Value Index Fund Admiral	Common Stock	—	—	$573K	0.8%
The Vanguard Group, Inc. Vanguard International Value Fund	Common Stock	—	—	$416K	0.6%
The Vanguard Group, Inc. Vanguard Real Estate Index Fund Admiral Shares	Common Stock	—	—	$410K	0.6%
The Vanguard Group, Inc. Vanguard Selected Value Fund	Common Stock	—	—	$397K	0.6%
The Vanguard Group, Inc. Vanguard Target Retirement 2065 Fund	Common Stock	—	—	$347K	0.5%
Notes receivable from participants Interest rates of 4.25% - 9.5%	Bonds / Notes	—	—	$333K	0.5%
The Vanguard Group, Inc. Vanguard High-Yield Corporate Fund Admiral Shares	Common Stock	—	—	$249K	0.4%
The Vanguard Group, Inc. Vanguard Target Retirement 2070 Fund	Common Stock	—	—	$108K	0.2%
The Vanguard Group, Inc. Vanguard Inflation-Protected Securities Fund: Adm Shares	Common Stock	—	—	$94K	0.1%
The Vanguard Group, Inc. Vanguard Total International Bond Index Fund Admiral Shr	Common Stock	—	—	$78K	0.1%
Similar Party Collateral, and Par or Maturity Value Cost (1) Value Franklin Templeton Investments Templeton Global Bond Fund; Advisor Class	Other securities	—	—	$67K	<0.1%
The Vanguard Group, Inc. Vanguard Short-Term Inflation-Protected Sec. Idx Fund: Adm Shr	Common Stock	—	—	$20K	<0.1%