Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Grantham Mayo Van Otterloo
Grantham Mayo Van Otterloo 401(k)
- Finance and insurance
- Boston, MA
- EIN 04-2691242
- 1 plan with Schedule H financials
- Plan year 2024
- Grantham, Mayo, Van Otterloo & Co. LLC
Administrative expenses excluding investment management, per participant · GMO 401(k) Profit Sharing Plan · plan year 2024
$6.11
Higher than 4% of the 8,758 plans $50 to 250M that report it.
Source
= $3,025 / 495
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251012213529NAL0001131424001, received 2025-10-12
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251012213529NAL0001131424001, received 2025-10-12
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-12.
Cost and contributions
Administrative expenses per participant
$6.11
Higher than 2% of the 9,042 plans $50 to 250M that report it.
Source
= $3,025 / 495
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251012213529NAL0001131424001, received 2025-10-12
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251012213529NAL0001131424001, received 2025-10-12
Administrative expenses as a share of assets
0.002%
Higher than 1% of the 9,049 plans $50 to 250M that report it.
Source
= $3,025 / $178,241,804
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251012213529NAL0001131424001, received 2025-10-12
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251012213529NAL0001131424001, received 2025-10-12
Employer contributions per participant
$14,900
Higher than 97% of the 9,105 plans $50 to 250M that report it.
Source
= $7,375,408 / 495
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251012213529NAL0001131424001, received 2025-10-12
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251012213529NAL0001131424001, received 2025-10-12
Employer share of total contributions
49.6%
Higher than 89% of the 9,112 plans $50 to 250M that report it.
Source
= $7,375,408 / $14,870,881
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251012213529NAL0001131424001, received 2025-10-12
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251012213529NAL0001131424001, received 2025-10-12
Plan terms, as stated in Grantham, Mayo, Van Otterloo & Co. LLC's SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2R participant brokerage window · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251012213529NAL0001131424001, received 2025-10-12
Full record, GMO 401(k) Profit Sharing Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251012213529NAL0001131424001, received 2025-10-12 |
| Plan name | GMO 401(K) PROFIT SHARING PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251012213529NAL0001131424001, received 2025-10-12 |
| Sponsor EIN / plan number | 04-2691242 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251012213529NAL0001131424001, received 2025-10-12 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251012213529NAL0001131424001, received 2025-10-12 |
| Sponsor location | BOSTON, MA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251012213529NAL0001131424001, received 2025-10-12 |
| Industry (business code) | 523900, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251012213529NAL0001131424001, received 2025-10-12 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251012213529NAL0001131424001, received 2025-10-12 |
| Filing received | 2025-10-12 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251012213529NAL0001131424001, received 2025-10-12 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251012213529NAL0001131424001, received 2025-10-12 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251012213529NAL0001131424001, received 2025-10-12 |
| Participants, beginning of year | 510 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251012213529NAL0001131424001, received 2025-10-12 |
| Active participants | 359 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251012213529NAL0001131424001, received 2025-10-12 |
| Participants, end of year | 500 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251012213529NAL0001131424001, received 2025-10-12 |
| Participants with an account balance | 495 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251012213529NAL0001131424001, received 2025-10-12 |
| Total assets, beginning of year | $152,013,257 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251012213529NAL0001131424001, received 2025-10-12 |
| Total assets, end of year | $178,241,804 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251012213529NAL0001131424001, received 2025-10-12 |
| Net assets, end of year | $178,241,804 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251012213529NAL0001131424001, received 2025-10-12 |
| Total income | $33,453,686 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251012213529NAL0001131424001, received 2025-10-12 |
| Net income | $26,228,547 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251012213529NAL0001131424001, received 2025-10-12 |
| Employer contributions | $7,375,408 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251012213529NAL0001131424001, received 2025-10-12 |
| Participant contributions | $6,296,822 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251012213529NAL0001131424001, received 2025-10-12 |
| Other contributions (incl. rollovers) | $1,198,651 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251012213529NAL0001131424001, received 2025-10-12 |
| Total contributions | $14,870,881 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251012213529NAL0001131424001, received 2025-10-12 |
| Benefit payments | $7,222,114 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251012213529NAL0001131424001, received 2025-10-12 |
| Total expenses (incl. benefit payments) | $7,225,139 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251012213529NAL0001131424001, received 2025-10-12 |
| Total administrative expenses | $3,025 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251012213529NAL0001131424001, received 2025-10-12 |
| Administrative expenses excluding investment management | $3,025 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251012213529NAL0001131424001, received 2025-10-12 |
| Held in mutual funds | $163,323,124 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251012213529NAL0001131424001, received 2025-10-12 |
| Independent auditor | RSM US LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251012213529NAL0001131424001, received 2025-10-12 |
Position = column in the DOL layout for form year 2024. Filing 20251012213529NAL0001131424001, received 2025-10-12.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC.recordkeeper | NONE | 15 Recordkeeping and information management; 16 Consulting (general); 25 Trustee (directed); 37 Participant loan processing; 52 Investment management fees paid indirectly by plan; 99 Other fees | $3,325 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251012213529NAL0001131424001, received 2025-10-12.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $152,013,257 | $178,241,804 | 17.3% |
| Participants with a balance | 504 | 495 | -1.8% |
| Administrative expenses | $4,424 | $3,025 | -31.6% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $9,931,191 | $7,375,408 | -25.7% |
Prior filing 20241015080549NAL0015968547001, received 2024-10-15; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC; SEC registrant: Grantham, Mayo, Van Otterloo & Co. LLC (CIK 1352662, matched by EIN).