Geode Capital Management Trust Company, LLC — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Geode Capital Management Trust Company, LLC (EIN 82-6293122) is a plan sponsor located in Boston, MA with 15 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 82-6293122
- Location
- Boston, MA
- Loaded plans
- 15
- Total reported participants
- not reported in the loaded dataset
- Total reported plan assets (EOY)
- $110,777,557,781
- Plans with financial data
- 15
- Plans with provider compensation
- 0
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Spartan Group Trust For Employee Benefit Plans Spartan Total Market Index Pool | 002 | not reported in the loaded dataset | $24,425,424,640 | 2023 |
| Spartan Group Trust For Employee Benefit Plans Spartan 500 Index Pool | 001 | not reported in the loaded dataset | $22,307,946,475 | 2023 |
| Spartan Group Trust For Employee Benefit Plans Spartan Global Ex Us Index Pool | 005 | not reported in the loaded dataset | $16,728,318,282 | 2023 |
| Spartan Group Trust For Employee Benefit Plans Spartan International Index Pool | 011 | not reported in the loaded dataset | $14,100,876,600 | 2023 |
| Spartan Group Trust For Employee Benefit Plans Spartan Developed International Index Pool | 006 | not reported in the loaded dataset | $12,770,915,123 | 2023 |
| Spartan Group Trust For Employee Benefit Plans Spartan Large Cap Value Index Pool | 004 | not reported in the loaded dataset | $7,164,490,200 | 2023 |
| Spartan Group Trust For Employee Benefit Plans Spartan Emerging Markets Index Pool | 007 | not reported in the loaded dataset | $5,019,201,444 | 2023 |
| Spartan Group Trust For Employee Benefit Plans Spartan Large Cap Growth Index Pool | 003 | not reported in the loaded dataset | $4,563,249,503 | 2023 |
| Spartan Group Trust For Employee Benefit Plans Spartan Extended Market Index Pool | 010 | not reported in the loaded dataset | $1,727,779,774 | 2023 |
| Spartan Group Trust For Employee Benefit Plans Spartan Mid Cap Index Pool | 013 | not reported in the loaded dataset | $649,540,470 | 2023 |
| Spartan Group Trust For Employee Benefit Plans Spartan Commodity Index Pool | 008 | not reported in the loaded dataset | $550,310,125 | 2023 |
| Spartan Group Trust For Employee Benefit Plans Spartan Small Cap Index Pool | 009 | not reported in the loaded dataset | $321,108,286 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Spartan Group Trust For Employee Benefit Plans Spartan Total International Index Pool | not reported in the loaded dataset | H | 20240629172433NAL0002401201001 |
| 2023 | Spartan Group Trust For Employee Benefit Plans Spartan Small-Mid Cap Value Index Pool | not reported in the loaded dataset | H | 20240629172623NAL0002411393001 |
| 2023 | Spartan Group Trust For Employee Benefit Plans Spartan Emerging Markets Index Pool | not reported in the loaded dataset | H | 20240629180955NAL0003489872001 |
| 2023 | Spartan Group Trust For Employee Benefit Plans Spartan Small Cap Index Pool | not reported in the loaded dataset | H | 20240629181007NAL0001587923001 |
| 2023 | Spartan Group Trust For Employee Benefit Plans Spartan Real Estate Index Pool | not reported in the loaded dataset | H | 20240629181019NAL0002499377001 |
| 2023 | Spartan Group Trust For Employee Benefit Plans Spartan Large Cap Value Index Pool | not reported in the loaded dataset | H | 20240629181030NAL0001588179001 |
| 2023 | Spartan Group Trust For Employee Benefit Plans Spartan Large Cap Growth Index Pool | not reported in the loaded dataset | H | 20240629181041NAL0003148112001 |
| 2023 | Spartan Group Trust For Employee Benefit Plans Spartan Mid Cap Index Pool | not reported in the loaded dataset | H | 20240629181053NAL0004446402001 |