Global Trust Company
trustee9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served23Rank #769 of mapped providers
Assets under administration$17.6B0.0%Market share · rank #726
Fees received$2MMedian $81,476/planSum across Schedule C direct + indirect
Net wins YoY+03 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Global Trust Company plan look like?
Service mix · median fees per plan
Count of plans where Global Trust Company ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by plan; Soft dollars commissions; Investment management fees paid directly by planCode 28 | 11 | $124,072 | |
Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan; Investment managementCode 21 | 9 | $74,596 | |
Accounting (including auditing); Investment management; Custodial (securities); Sub-transfer agency fees; Investment management fees paid directly by plan; Recordkeeping fees; Trustee (bank, trust company, or similar financial institution)Code 10 | 1 | $125,956 | |
Investment management fees paid directly by planCode 51 | 1 | $19,772 | |
Distribution (12b-1) feesCode 63 | 1 | $6,224 |
Competitor overlap
Percent of Global Trust Company's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Global Trust Company.
| Sponsor | From | Assets |
|---|---|---|
ALASKA TEAMSTER EMPLOYER PENSION TRUSTAK · 926003463-024 | Russell Investments | $516M |
AMERICAN SUGAR REFINING, INC.NY · 133366163-021 | Buchbinder Tunick & Company LLP | $61M |
DINE' DEVELOPMENT CORPORATIONAZ · 770651649-001 | John Hancock | $42M |
Plans lost in 2024
Appeared last year under Global Trust Company; not this year.
| Sponsor | To | Assets |
|---|---|---|
ERNST & YOUNG U.S. LLPNJ · 346565596-114 | Legal & General Investment Management America | $2.2B |
BOARD OF TRUSTEES, NALC ANNUITY TRUST FUNDVA · 526038252-001 | (new plan) | $345M |
BOARD OF TRUSTEES - MIDWEST PENSION PLANIL · 366512748-001 | Chevy Chase Trust Company | $127M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
KPMG LLPNJ · 135565207-016 | $3.1B | 71,845 | $11,284 | 3y | - |
BOARD OF TRUSTEESNY · 131764242-001 | $2.6B | 56,488 | $0 | 3y | - |
BD OF TRUSTEES LOCAL 705 I.B. OF T. PENSION TRUST FUNDIL · 366492502-001 | $1.9B | 15,670 | $139,104 | 2y | - |
KPMG LLPNJ · 135565207-018 | $1.9B | 3,267 | $40,873 | 4y | - |
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA IBEW-NECACA · 950079082-002 | $1.3B | 29,361 | $461,763 | 6y | - |
LES SCHWAB WAREHOUSE CENTER, LLCOR · 930470437-333 | $865M | 8,803 | $61,864 | 6y | - |
AUTOMOTIVE MACHINISTS PENSION TRUSTWA · 916123687-001 | $847M | 7,479 | $124,072 | 7y | - |
BD OF TR OPER ENG CONS. INDUSTRY MISCELLANEOUS PENSION FUNDPA · 256135579-001 | $846M | 10,156 | $198,760 | 5y | - |
MARY HITCHCOCK MEMORIAL HOSPITALNH · 020222140-001 | $609M | 3,857 | $119,177 | 5y | - |
BOARD OF TRUSTEES, IRON WORKERS LOCAL NO. 25MI · 386056780-001 | $565M | 5,300 | $81,476 | 1y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (9)
Raw Schedule C names collapsed into Global Trust Company.
- CLEARY GOTTLIEB STEEN & HAMILTON
- CLEARY GULL ADVISORS INC
- CLEARY GULL INC
- GLOBAL TRUST
- GLOBAL TRUST COMPANY
- GLOBAL TRUST COMPANY (BARON)
- GLOBAL TRUST COMPANY (CRESCENT)
- GLOBAL TRUST COMPANY - IR&M
- GLOBAL TRUST COMPANY-WILLIAM BLAIR
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Global Trust Company's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 4.35% | 1.76% | +2.59 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Global Trust Company. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Global Trust Company's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| ULLICO Inc | 6 | 26.1% |
| WTW | 5 | 21.7% |
| Loomis Sayles | 4 | 17.4% |
| NEPC LLC | 4 | 17.4% |
| The Segal Company | 4 | 17.4% |
| Cohen & Steers | 3 | 13.0% |
| Goldman Sachs Asset Management | 3 | 13.0% |
| Lord Abbett & Co LLC | 3 | 13.0% |
| TPA Corporation | 3 | 13.0% |
| Wellington Company LLP | 3 | 13.0% |