Plan5500

Gw&K Investment Management — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Gw&K Investment Management is reported as a service provider on 15 loaded Form 5500 filing(s) across 13 plan sponsor(s) and 15 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $787,997 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$788KDirect + indirect, across loaded filings$787,997
Plans served15
Plan sponsors13
Filings15
Direct vs. indirect compensation
Direct compensation$788K
Indirect compensation$0

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Computed from loaded filings

Concentration

Top sponsor share of compensation21%Goulston & Storrs Pc
Top state share of plans33%MN
Plan sponsors served13
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Gw&K Investment Management. Bars show relative scale.

  1. 1
    Goulston & Storrs Pc$169.1K
    MA · 1 plan(s)
  2. 2
    Joint Pension Fund Of Local Union No 102 Ibew Board Of Trustees$120.4K
    NJ · 1 plan(s)
  3. 3
    Trustees Of Local Union No. 9, Ibew And Outside Contractors Pension Fu$118.9K
    IL · 1 plan(s)
  4. 4
    Trustees Of Iue- Cwa Afl-Cio Pension Fund$117.7K
    PA · 1 plan(s)
  5. 5
    Joint Bot Usw Local 10-00086 Merck Employees Health And Welfare Plan$91.2K
    PA · 1 plan(s)
  6. 6
    Global Gp LLC$62.9K
    MA · 1 plan(s)
  7. 7
    Ironworkers Local 11 Pension Fund Board Of Trustees$35.8K
    NJ · 1 plan(s)
  8. 8
    Old Dutch Foods, Inc$25.2K
    MN · 3 plan(s)
  9. 9
    Twin Cities Bakery Drivers Pension Fund$13.9K
    MN · 1 plan(s)
  10. 10
    Minnesota Bakers Union Pension Plan$12.5K
    MN · 1 plan(s)
Geographic reach

State footprint

Where Gw&K Investment Management appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    MN5 plan(s)
  2. 2
    MA3 plan(s)
  3. 3
    PA3 plan(s)
  4. 4
    NJ2 plan(s)
  5. 5
    IL1 plan(s)
  6. 6
    MI1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Gw&K Investment Management are sponsored, by plan count.

  1. 1
    St Paul, MN3 plan(s)
  2. 2
    Waltham, MA2 plan(s)
  3. 3
    Eagan, MN2 plan(s)
  4. 4
    Parsippany, NJ1 plan(s)
  5. 5
    Springfield, NJ1 plan(s)
  6. 6
    Carnegie, PA1 plan(s)
  7. 7
    Horsham, PA1 plan(s)
  8. 8
    Tinley Park, IL1 plan(s)
  9. 9
    Pittsburgh, PA1 plan(s)
  10. 10
    Boston, MA1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Goulston & Storrs Cash Balance Plan For Directors$169.1K
    Goulston & Storrs Pc, MA · Direct $169.1K · 2023
  2. 2
    Joint Pension Fund Of Local Union No 102$120.4K
    Joint Pension Fund Of Local Union No 102 Ibew Board Of Trustees, NJ · Direct $120.4K · 2023
  3. 3
    Local Union No. 9 I.B.E.W. And Outside Contractors Pension Fund$118.9K
    Trustees Of Local Union No. 9, Ibew And Outside Contractors Pension Fu, IL · Direct $118.9K · 2023
  4. 4
    Iue-Cwa Pension Plan$117.7K
    Trustees Of Iue- Cwa Afl-Cio Pension Fund, PA · Direct $117.7K · 2023
  5. 5
    Usw Local 10-00086 Merck Employees Health And Welfare Plan$91.2K
    Joint Bot Usw Local 10-00086 Merck Employees Health And Welfare Plan, PA · Direct $91.2K · 2023
  6. 6
    Global Partners Lp Pension Plan$62.9K
    Global Gp LLC, MA · Direct $62.9K · 2023
  7. 7
    Ironworkers Local 11 Pension Fund$35.8K
    Ironworkers Local 11 Pension Fund Board Of Trustees, NJ · Direct $35.8K · 2023
  8. 8
    Twin Cities Bakery Drivers Pension Plan$13.9K
    Twin Cities Bakery Drivers Pension Fund, MN · Direct $13.9K · 2023
  9. 9
    Minnesota Bakers Union Pension Plan$12.5K
    Minnesota Bakers Union Pension Plan, MN · Direct $12.5K · 2023
  10. 10
    Old Dutch Foods Office And Administrative Pension Plan$12.2K
    Old Dutch Foods Inc, MN · Direct $12.2K · 2023
  11. 11
    Global Montello Group Corp. Pension Plan$10.9K
    Global Montello Group Corp., MA · Direct $10.9K · 2023
  12. 12
    Teamsters Local 211 Pension Fund$9.5K
    Jt Bd Of Admin Teamsters Local 211 Pension Fund, PA · Direct $9.5K · 2023
  13. 13
    Old Dutch Foods Inc Country Salesmen Pension Plan$7.2K
    Old Dutch Foods, Inc, MN · Direct $7.2K · 2023
  14. 14
    Local 22 Old Dutch Foods Inc Employee Pension Plan$5.9K
    Old Dutch Foods Inc, MN · Direct $5.9K · 2023
  15. 15
    Edward W. Sparrow Hospital Association Mna Employees Health Reimbursement Arrangement$0
    Joint Board Of Trustees, MI · Direct $0 · Indirect $0 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Gw&K Investment Management?
Public Form 5500 Schedule C filings report compensation paid to Gw&K Investment Management as a plan service provider. Across loaded filings, total reported compensation is $787,997.
How many plans report Gw&K Investment Management as a service provider?
Gw&K Investment Management appears on 15 loaded plan(s) across 13 sponsor(s).

Related Form 5500 pages