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Filters:EIN 906194032 Clear all

Companies

companyGlobal Trust Company
$1.4Breported plan assets
EIN: 90-6194032Location: MAPlans: 5Latest: 2023
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Plans

planAqr Emerging Equities Collective Investment FundFinancial statement2023 filing
$549.3Mreported assets (EOY)
Sponsor: Global Trust CompanyEIN: 90-6194032Plan: 003Participants: not reported in the loaded datasetAssets: $549,287,841Net assets: $512.8MLocation: Woburn, MALatest: 2023
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planAqr Risk Parity Collective Investment FundFinancial statement2023 filing
$458.5Mreported assets (EOY)
Sponsor: Global Trust CompanyEIN: 90-6194032Plan: 002Participants: not reported in the loaded datasetAssets: $458,462,541Net assets: $455MLocation: Woburn, MALatest: 2023
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planAqr Diversifying Strategies Collective Investment FundFinancial statement2023 filing
$211Mreported assets (EOY)
Sponsor: Global Trust CompanyEIN: 90-6194032Plan: 008Participants: not reported in the loaded datasetAssets: $210,995,340Net assets: $214.5MLocation: Woburn, MALatest: 2023
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planAqr U.S. Enhanced Equity Collective Investment FundFinancial statement2023 filing
$162.1Mreported assets (EOY)
Sponsor: Global Trust CompanyEIN: 90-6194032Plan: 012Participants: not reported in the loaded datasetAssets: $162,072,493Net assets: $154.5MLocation: Woburn, MALatest: 2023
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planAqr International Equity Collective Investment FundFinancial statement2023 filing
$121.2Kreported assets (EOY)
Sponsor: Global Trust CompanyEIN: 90-6194032Plan: 004Participants: not reported in the loaded datasetAssets: $121,212Net assets: $0Location: Woburn, MALatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Aqr Risk Parity Collective Investment Fund
Sponsor: Global Trust CompanyEIN: 90-6194032Plan: 002Ack ID: 20240528124506NAL0005325187003
filing2023 Form 5500 — Aqr Emerging Equities Collective Investment Fund
Sponsor: Global Trust CompanyEIN: 90-6194032Plan: 003Ack ID: 20240528124506NAL0005325187004
filing2023 Form 5500 — Aqr International Equity Collective Investment Fund
Sponsor: Global Trust CompanyEIN: 90-6194032Plan: 004Ack ID: 20240528124507NAL0010776033004
filing2023 Form 5500 — Aqr Diversifying Strategies Collective Investment Fund
Sponsor: Global Trust CompanyEIN: 90-6194032Plan: 008Ack ID: 20240528124506NAL0005325187005
filing2023 Form 5500 — Aqr U.S. Enhanced Equity Collective Investment Fund
Sponsor: Global Trust CompanyEIN: 90-6194032Plan: 012Ack ID: 20240528124507NAL0010776033005