Back to filter
Original filing (PDF)20250915125209NAL0001786000002
GLOBAL TRUST COMPANY
Form 5500
FILING_RECEIVED
CORE PLUS FIXED INCOME, LLC
Employee benefit plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$294.5M
Net assets (EOY)
$294.5M
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBAL TRUST COMPANY.
Plan sponsor
Name
GLOBAL TRUST COMPANY
EIN
30-1129214
Address
12 GILL STREET, SUITE 2600 · WOBURN, MA · 01801
Phone
(781) 970-5021
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Finance & Insurance plans
GLOBAL TRUST COMPANY
TS&W INTERNATIONAL SMALL CAP EQUITY TRUST
$295.1M
LONE PINE CAPITAL LLC
LONE PINE CAPITAL LLC 401(K) PROFIT SHARING PLAN
$293.4M · 105 participants
GLOBAL TRUST COMPANY
IR+M CONSERVATIVE CORE BOND COLLECTIVE FUND
$289.2M
GLOBAL TRUST COMPANY
HARDING LOEVNER INTERNATIONAL DEVELOPED MARKETS EQ COLLECTIVE INVESTMENT FUND
$288.8M
GLOBAL TRUST COMPANY
AMERICAN CENTURY HIGH YIELD CORPORATE BOND TRUST
$287.9M
BEPCO, L.P.
BASS RETIREMENT PLAN
$303.0M · 327 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B