How big is Statestreet Group, LLC's plan?

Statestreet Group, LLC's plan reported $2.2M in assets and 40 participants for 2024.

Original filing (PDF)20250717153526NAL0000561265001

Statestreet Group, LLC

Name: Statestreet Group, LLC — Statestreet Group, LLC, Form 5500 (2024)
Creator: Statestreet Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Statestreet Group, LLC 401(k) PSP

401(k) retirement plan · Statestreet Group, LLC's Statestreet Group, LLC 401(k) PSP held $2.2M in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Patricia Hildebrand signed Statestreet Group, LLC's 2024 Form 5500 as plan administrator.

Patricia Hildebrand — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Statestreet Group, LLC's EIN is 64-0907446.

EIN 64-0907446

Plan number 001

Plan year 2024

ACK ID 20250717153526NAL0000561265001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Statestreet Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Statestreet Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STATESTREET GROUP, LLC.

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Plan health score

Above-average plan

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off