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Original filing (PDF)20250814111339NAL0009554737001
GLOBAL TRUST COMPANY
Form 5500
FILING_RECEIVED
CAHABA PARTNERS CORE FIXED INCOME FUND
Employee benefit plan
Signals · 1
6 service providers
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$394.8M
Net assets (EOY)
$380.6M
Plan health score (directional)
85
/ 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
65
Vendor stack
100
Participation health
90
Knocking points off
- 63 bps in Schedule C fees — 532% above peer band of 10 bps.
- 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBAL TRUST COMPANY.
Plan sponsor
Name
GLOBAL TRUST COMPANY
EIN
47-4618533
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
2025-08-14
Audit & trust (Schedule H)
Auditor
PRICE WATERHOUSE COOPERS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF NEW YORK MELLON | 13-5160382 | — | CUSTODIAN | $214K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STERLING INVESTMENT MANAGEMENT | 86-0802628 | — | SUBADVISOR | $828K | — |
| WELLS CAPITAL MANAGEMENT | 95-3692822 | — | SUBADVISOR | $768K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHEAST RETIREMENT SERVICES | 81-5140646 | — | TRANSFER AGENT | $53K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL TRUST COMPANY | 36-7634097 | — | TRUSTEE | $557K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICE WATERHOUSE COOPERS | 13-4008324 | — | AUDITOR | $76K | — |
Investments
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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