Retirement plan

GMO 401(K) PROFIT SHARING PLAN

Name: GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC - GMO 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GMO 401(K) PROFIT SHARING PLAN, GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC

GRANTHAM, MAYO, VAN OTTERLOO & CO. LLCEIN 04-2691242Plan #001PY 2024

53 STATE STREET, SUITE 3300 - BOSTON, MA 02109617-330-7500

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$178.2M

+17.3% from 2023

Total participants

500

-2.0% from 2023

Average account balance

$360,084

+19.4% from 2023

Annual return

13.01%

-4.95 pp from 2023

Benchmarks

See 1,548 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants250-999

Cohort1,548 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$178.24M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$360K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

495

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

98.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$13.67M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$38K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.01%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930	Recordkeeping	$3,325
CHARLES SCHWAB & CO., INC.1 year Service code 99	Other Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$3K

$8 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.002%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: RSM US LLP
Auditor EIN: 420714325
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$360,084

$129,159+178.8%

$184,243+95.4%

$77,714+363.3%

Participation rate

98.6%

87.4%+11.2pp

86.8%+11.8pp

70.6%+28.0pp

Annual return

13.01%

33.22%-20.2pp

28.82%-15.8pp

31.26%-18.2pp

Employer contribution / active EE

$20,544

$4,410+365.9%

$6,427+219.7%

$2,727+653.4%

Participant deferral / active EE

$17,540

$7,305+140.1%

$9,132+92.1%

$4,649+277.3%

Admin fee / account holder

$256-97.6%

$13,914-100.0%

$433-98.6%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.6 years

Service code 15 · EIN 23-1945930

Recordkeeping

$3,325

CHARLES SCHWAB & CO., INC.1 year

Service code 99

Other Fees

GMO 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GMO 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion