State Street Salary Savings Program
Sponsored by State Street Corporation · EIN 042456637 · Plan #002
- Total assets
- $6.5B
- Net assets
- $6.5B
- Active participants
- 11,992
- With balances
- 21,266
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| State Street Global Advisors | Trustee (directed), Investment management fees (direct) | $1,422,487 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $756,613 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $369,053 |
| Towers Watson Investment Services, | Consulting (general) | $174,174 |
| Ernst & Young Us Llp | Accounting | $67,500 |
| Newport Trust Company | Investment management | $37,500 |
| Ropes And Gray Llp | Legal | $11,093 |
| Willis Towers Watson Us Llc | Consulting (general) | $8,845 |