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Global Trust Company

Matched across 4 name variants in the filings

Global Trust Company summary

Global Trust Company appears on 21 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $15.6B in assets for 205,146 participants. The median client plan holds $534M. Most client plans are sponsored in NY, CA and NJ. The largest clients by plan assets are KPMG LLP and BD of Trustees Local 705 I.B. of T. Pension Trust Fund. Plans reported $2.7M in direct and indirect compensation paid to Global Trust Company. The median is $115K per plan.

Participants
205,146
Median plan assets
$534M
Median plan participants
4,996
Median fees per plan
$115K
Schedule C direct + indirect

Top 21 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
KPMG LLP, plan 016NJ$3.3B71,073
BD of Trustees Local 705 I.B. of T. Pension Trust FundIL$2.1B15,253
KPMG LLP, plan 018NJ$2.0B3,246
Board of Trustees, Southern California IBEW-NecaCA$1.3B29,361
Les Schwab Warehouse Center, LLCOR$954M8,968
BD of Tr Oper Eng Cons. Industry Miscellaneous Pension FundPA$932M10,308
Automotive Machinists Pension TrustWA$844M7,159
Intel CorporationCA$774M22,990
I.B.E.W. Board of Trustees for Local 357 Pension TrustNV$608M4,996
Board of Trustees, Iron Workers Local No. 25MI$565M5,300
Alaska Teamster Employer Pension TrustAK$534M9,416
Board of Trustees Waterfront Employers - Ila Pension PlanSC$520M2,396
Board of Trustees Local 456 Pension FundNY$274M2,219
Board of Trustees Local 456 Annuity FundNY$262M1,870
Board of Trustees Local 60 Annuity FundNY$221M1,738
Board of Trustees Local Union 373 U.A. Pension FundNY$89.2M647
Eisenhower Medical CenterCA$87.4M931
Dine' Development CorporationAZ$54.7M883
American Sugar Refining, Inc.NY$54.3M596
Const Ind & Laborers Defined Contribution Pension PlanNV$37.7M5,453
Firstbank PRPR$29.4M343

Top client states

  • NY5 plans
  • CA3 plans
  • NJ2 plans
  • NV2 plans
  • AK1 plan

Frequently asked questions

Who uses Global Trust Company?
21 retirement plans list Global Trust Company as a service provider on Schedule C of Form 5500. The largest clients by plan assets include KPMG LLP, BD of Trustees Local 705 I.B. of T. Pension Trust Fund, Board of Trustees, Southern California IBEW-Neca and Les Schwab Warehouse Center, LLC. Most client plans are sponsored in NY, CA and NJ.
How many plans does Global Trust Company serve?
Global Trust Company serves 21 retirement plans with $15.6B in plan assets and 205,146 participants, based on the latest Form 5500 filings through 2024.
What does Global Trust Company charge?
Plans reported $2.7M in total Schedule C compensation paid to Global Trust Company. The median plan paid $115K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served21+1 YoYRank #799 of mapped providers
Assets under administration$15.6B0.0%Rank #878 by share of filed assets
Fees received$3MMedian $114,516/planSum across Schedule C direct + indirect
Net wins YoY+03 won - 3 lostPlan-level switch detection

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