Scott Spiegel signed State Street Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
State Street Corporation's EIN is 04-2456637.
Download the official 2024 Form 5500 (PDF) for State Street Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)State Street Corporation's plan includes a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPING | $498K | — |
| JOHN HANCOCK | 04-1414660 | — | CONTRACT ADMIN | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET GLOBAL ADVISORS |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LONG US CREDIT INDEX NL FUND STATE STREET BANK & TRUST COMPANY · EIN 04-0025081 / PN 146 | Common Collective Trust | — | $259.9M | $308.2M | 35.6% | |
| 3-10 YEARS US CREDIT INDEX NL QP CT STATE STREET BANK & TRUST COMPANY · EIN 04-0025081 / PN 480 | Common Collective Trust | — | $157.4M | $169.0M | 19.5% | |
| DIVERSIFIED US BOND SL FUND STATE STREET BANK & TRUST COMPANY · EIN 04-0025081 / PN 119 | Common Collective Trust | — | $136.0M | $162.9M | 18.8% | |
| Magnitude Institutional Ltd. Fund 15,666 units | Common Stocks | — | $25.0M | $46.2M | 5.3% | |
| US TIPS INDEX SL FUND STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 103 | Common Collective Trust | — | $31.8M | $43.4M | 5.0% | |
| 3 10 YEAR US TREASURY INDEX STATE STREET BANK & TRUST COMPANY · EIN 04-0025081 / PN 477 | Common Collective Trust | — | $38.1M | $38.0M | 4.4% | |
| GLOBAL MANAGED VOLATILITY NL STATE STREET BANK & TRUST COMPANY · EIN 45-6204294 / PN 001 | Common Collective Trust | — | $19.9M | $33.4M | 3.9% | |
| HIGH-YIELD BOND INDEX CTF STATE STREET BANK & TRUST COMPANY · EIN 04-3508891 / PN 001 | Common Collective Trust | — | $16.0M | $26.3M | 3.0% | |
| LONG US TREASURY INDEX NL FUND STATE STREET BANK & TRUST COMPANY · EIN 04-0025081 / PN 479 | Common Collective Trust | — | $21.2M | $19.7M | 2.3% | |
| US AGGREGATE BOND INDEX STATE STREET BANK & TRUST COMPANY · EIN 04-0025081 / PN 070 | Common Collective Trust | — | $6.4M | $6.5M | 0.7% | |
| John Hancock Group Annuity Contract 3.47% | Bonds / Notes | — | $2.8M | $2.8M | 0.3% | |
| SSGA – Short Term Investment Fund 2,406,906 units $ | Cash / Money Market | — | $2.4M | $2.4M | 0.3% | |
| Wilton Private Equity Fund 895,487 units | Other securities | — | $895K | $190K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2456637 |
| — |
| INV. ADVISORY |
| $1.4M |
| — |
| MERCER | 13-2834414 | — | ACTUARIAL | $216K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG, LLP | 34-6565596 | — | AUDIT | $68K | — |
