Plan5500

Sustainable Growth Advisers, Lp — 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, Sustainable Growth Advisers, Lp 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 $2,125,268 and reported indirect compensation totals $2,845.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$2.1MDirect + indirect, across loaded filings$2,128,113
Plans served5
Plan sponsors5
Filings5
Direct vs. indirect compensation
Direct compensation$2.1M
Indirect compensation$2.8K

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 compensation74%Amgen Inc.
Top state share of plans20%CA
Plan sponsors served5
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Sustainable Growth Advisers, Lp. Bars show relative scale.

  1. 1
    Amgen Inc.$1.6M
    CA · 1 plan(s)
  2. 2
    Air Products And Chemicals, Inc.$162.9K
    PA · 1 plan(s)
  3. 3
    National Fuel Gas Company$160.5K
    NY · 1 plan(s)
  4. 4
    Amgen Manufacturing Limited LLC$150.5K
    PR · 1 plan(s)
  5. 5
    Willis Towers Watson Us LLC$85.5K
    VA · 1 plan(s)
Geographic reach

State footprint

Where Sustainable Growth Advisers, Lp 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
    CA1 plan(s)
  2. 2
    NY1 plan(s)
  3. 3
    PA1 plan(s)
  4. 4
    PR1 plan(s)
  5. 5
    VA1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Sustainable Growth Advisers, Lp are sponsored, by plan count.

  1. 1
    Thousand Oaks, CA1 plan(s)
  2. 2
    Williamsville, NY1 plan(s)
  3. 3
    Allentown, PA1 plan(s)
  4. 4
    Juncos, PR1 plan(s)
  5. 5
    Arlington, VA1 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
    Amgen Retirement And Savings Plan$1.6M
    Amgen Inc., CA · Direct $1.6M · Indirect $0 · 2023
  2. 2
    Air Products And Chemicals Master Trust$162.9K
    Air Products And Chemicals, Inc., PA · Direct $160.1K · Indirect $2.8K · 2023
  3. 3
    National Fuel Gas Company Retirement Plan$160.5K
    National Fuel Gas Company, NY · Direct $160.5K · Indirect $0 · 2023
  4. 4
    The Retirement And Savings Plan For Amgen Manufacturing Limited LLC$150.5K
    Amgen Manufacturing Limited LLC, PR · Direct $150.5K · Indirect $0 · 2023
  5. 5
    Willis Towers Watson Savings Plan Trust$85.5K
    Willis Towers Watson Us LLC, VA · Direct $85.5K · Indirect $0 · 2023

Related Form 5500 pages