River Road Asset Management, LLC — 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, LLC is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $356,257 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $356,257
- Reported indirect compensation
- $0
- Total reported compensation
- $356,257
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- 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 |
|---|---|---|---|
| Board Of Trustees Local No. 8 Ibew Retirement Plan & Trust | OH | 1 | $161,138 |
| The Coca-Cola Company Master Trust For 401(K) Plans | GA | 1 | $96,787 |
| Fluor Corporation Master Retirement Trust (Dc) | TX | 1 | $76,384 |
| Beer Industry - Local Union No. 703 Pension Fund Trustees | IL | 1 | $13,773 |
| Board Of Trustees Cement Masons And Plasterers Joint Pension Plan | NV | 1 | $8,175 |
State footprint
Plans reporting River Road Asset Management, LLC are sponsored in GA (1), IL (1), NV (1), OH (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees Local No. 8 Ibew Retirement Plan & Trust | Local No. 8 Ibew Retirement Plan & Trust | 2023 | $161,138 | $0 |
| The Coca-Cola Company Master Trust For 401(K) Plans | Us Small Mid Cap Active Equity Fund | 2023 | $96,787 | not reported in the loaded dataset |
| Fluor Corporation Master Retirement Trust (Dc) | Fluor Corporation Master Retirement Trust (Dc) | 2023 | $76,384 | not reported in the loaded dataset |
| Beer Industry - Local Union No. 703 Pension Fund Trustees | Beer Industry - Local Union No. 703 Pension Fund | 2023 | $13,773 | $0 |
| Board Of Trustees Cement Masons And Plasterers Joint Pension Plan | Cement Masons And Plasterers Joint Pension Plan | 2023 | $8,175 | $0 |
Related Form 5500 pages
- Local No. 8 Ibew Retirement Plan & Trust (plan 001)
- Board Of Trustees Local No. 8 Ibew Retirement Plan & Trust — all reported plans
- Us Small Mid Cap Active Equity Fund (plan 002)
- The Coca-Cola Company Master Trust For 401(K) Plans — all reported plans
- Fluor Corporation Master Retirement Trust (Dc) (plan 001)
- Fluor Corporation Master Retirement Trust (Dc) — all reported plans
- Beer Industry - Local Union No. 703 Pension Fund (plan 001)
- Beer Industry - Local Union No. 703 Pension Fund Trustees — all reported plans
- Cement Masons And Plasterers Joint Pension Plan (plan 001)
- Board Of Trustees Cement Masons And Plasterers Joint Pension Plan — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources