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Original filing (PDF)20251002054500NAL0000542194001

STANDARD CHARTERED BANK

Form 5500
FILING_RECEIVED
STANDARD CHARTERED BANK EMPLOYEES CAPITAL ACCUMULATION PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,069
Accounts w/ balance
1,828
Plan assets (EOY)
$407.3M
Net assets (EOY)
$407.3M
How this plan invests
This plan
14 pooled trusts
Schedule D
14 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STANDARD CHARTERED BANK.
Plan sponsor
Name
STANDARD CHARTERED BANK
EIN
94-1595409
Address
2 GATEWAY CENTER · SUITE 1302 · NEWARK, NJ · 07102
Phone
(212) 667-0381
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

4 rows
Other
4
NameEINLocationRelationDirect compIndirect comp
THE VANGUARD GROUP, INC.23-1945930NONE$125K
FORVIS MAZARS, LLP44-0160260NONE$42K
DELOITTE & TOUCHE LLP13-3891517NONE$19K
VANGUARD ADVISERS INC.23-2811930NONE$8K

Investments

14 pooled funds· $272.2M(67% of reported assets)

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.

PIInvestmentTypeShares / unitsCostCurrent value% of plan
VFTC TARGET RET 2045 TR II
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001
Common Collective Trust
$49.5M12.1%
VFTC TARGET RET 2030 TR II
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001
Common Collective Trust
$38.7M9.5%
VFTC TARGET RET 2035 TR II
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001
Common Collective Trust
$37.7M9.3%
VFTC TARGET RET 2050 TR II
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001
Common Collective Trust
$34.3M$36.5M9.0%
VFTC TARGET RET 2040 TR II
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001
Common Collective Trust
$32.3M7.9%
VFTC TARGET RET 2025 TR II
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001
Common Collective Trust
$27.3M$24.2M5.9%
VFTC TARGET RET 2055 TR II
VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001
Common Collective Trust
$20.8M5.1%
VFTC RETIREMENT SAVINGS TRUST III
VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024
Common Collective Trust
$8.4M2.1%
VFTC TARGET RET 2020 TR II
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001
Common Collective Trust
$8.1M2.0%
VFTC TARGET RET 2060 TR II
VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001
Common Collective Trust
$6.6M1.6%
VFTC TARGET RET INCOME TR II
VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001
Common Collective Trust
$5.7M1.4%
VFTC TARGET RET 2065 TR II
VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001
Common Collective Trust
$3.5M0.9%
VFTC TARGET RET INC & GROWTH TR II
VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001
Common Collective Trust
$112K<0.1%
VFTC TARGET RET 2070 TR II
VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001
Common Collective Trust
$81K<0.1%