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Original filing (PDF)20231214133445NAL0016318531002
GLOBAL TRUST COMPANY
Form 5500
FILING_RECEIVED
NCIT AMERICAN FUNDS 2040 FUND
Employee benefit plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
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
35-6562512
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
026
Plan year
2022
Plan year begin
2022-07-01
Tax period
2023-06-30
Filed
2023-12-14
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.
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