River Road Asset 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, River Road Asset Management is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,626,363 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $1,626,363
- Reported indirect compensation
- $0
- Total reported compensation
- $1,626,363
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- Latest filing year
- 2023
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.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| The Bank Of New York Mellon | PA | 1 | $1,133,647 |
| Trustees Of Hawaii Truckers-Teamsters Union Pension Fund | HI | 1 | $259,406 |
| Board Of Trustees Milwaukee Drivers Pension Fund | WI | 1 | $233,310 |
State footprint
Plans reporting River Road Asset Management are sponsored in HI (1), PA (1), WI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| The Bank Of New York Mellon | The Bank Of New York Mellon Corporation Pension Plan | 2023 | $1,133,647 | not reported in the loaded dataset |
| Trustees Of Hawaii Truckers-Teamsters Union Pension Fund | Hawaii Truckers-Teamsters Union Pension Plan | 2023 | $259,406 | $0 |
| Board Of Trustees Milwaukee Drivers Pension Fund | Milwaukee Drivers Pension Plan | 2023 | $233,310 | $0 |
Related Form 5500 pages
- The Bank Of New York Mellon Corporation Pension Plan (plan 001)
- The Bank Of New York Mellon — all reported plans
- Hawaii Truckers-Teamsters Union Pension Plan (plan 001)
- Trustees Of Hawaii Truckers-Teamsters Union Pension Fund — all reported plans
- Milwaukee Drivers Pension Plan (plan 001)
- Board Of Trustees Milwaukee Drivers Pension Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources