Plan Snapshot
- Plan Sponsor: The Bank Of New York Mellon
- Sponsor EIN: 135160382
- Sponsor Address: 500 ROSS STREET 154-1300, PITTSBURGH, PA, 15262
- Plan Type: DB
- Total Participants: 5,336
- Total Assets: $5.2B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,336 | $5.2B | $0 | $0 |
| 2023 | 6,387 | $5.3B | $0 | $0 |
| 2022 | 7,374 | $5.0B | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BUCK GLOBAL, LLC | Other Service Provider | $3,344,365 | — | $3,344,365 |
| RIVER ROAD ASSET MANAGEMENT | Other Service Provider | $1,175,717 | — | $1,175,717 |
| TIMES SQUARE CAPITAL MGMT | Other Service Provider | $871,708 | — | $871,708 |
| CHAMPLAIN INVESTMENT PARTNERS | Other Service Provider | $827,068 | — | $827,068 |
| EARNEST PARTNERS LLC | Other Service Provider | $704,566 | — | $704,566 |
| HARDING LOEVNER, LP | Investment Advisor | $686,145 | — | $686,145 |
| PGIM, INC. | Recordkeeper | $679,853 | — | $679,853 |
| FIERA CAPITAL INC | Other Service Provider | $658,760 | — | $658,760 |
| LOOMIS SAYLES & COMPANY, LP | Other Service Provider | $655,303 | — | $655,303 |
| BAILLIE GIFFORD INT'L LLC | Other Service Provider | $637,321 | — | $637,321 |
| GENESIS INVESTMENT MANAGEMENT | Other Service Provider | $633,427 | — | $633,427 |
| METLIFE INVESTMENT MANAGEMENT | Other Service Provider | $615,169 | — | $615,169 |
| WELLINGTON GROUP HOLDINGS LLP | Other Service Provider | $583,301 | — | $583,301 |
| DODGE & COX | Other Service Provider | $556,736 | — | $556,736 |
| TEMPLETON INVESTMENT COUNSEL LLC | Other Service Provider | $547,626 | — | $547,626 |
| WESTERN ASSET MANAGEMENT INC | Other Service Provider | $487,557 | — | $487,557 |
| LOOP CAPITAL MARKETS LLC | Other Service Provider | $220,106 | — | $220,106 |
| AXA EQUITABLE LIFE INS CO | Recordkeeper | $176,473 | — | $176,473 |
| KPMG LLP | Auditor | $105,162 | — | $105,162 |
| AON CONSULTING, INC. | Recordkeeper | $91,000 | — | $91,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARDING LOEVNER, LP — Investment Advisor
- PGIM, INC. — Recordkeeper
- AXA EQUITABLE LIFE INS CO — Recordkeeper
- KPMG LLP — Auditor
- AON CONSULTING, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,257,363
- Estimated Expense Ratio: 0.275% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $21,261,129 | $12,058,077 | — | $105,162 | — |
| 2023 | $20,428,543 | $11,770,476 | — | $78,568 | — |
| 2022 | $19,887,492 | $11,541,020 | — | — | $3,206,152 |