# The Bank Of New York Mellon DB Plan
Source: https://planprovider.pro/companies/the-bank-of-new-york-mellon-plan-001-0382

> The Bank Of New York Mellon's DB plan: 5,336 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|NONE|$3,344,365|—|$3,344,365|

| RIVER ROAD ASSET MANAGEMENT|NONE|$1,175,717|—|$1,175,717|

| TIMES SQUARE CAPITAL MGMT|NONE|$871,708|—|$871,708|

| CHAMPLAIN INVESTMENT PARTNERS|NONE|$827,068|—|$827,068|

| EARNEST PARTNERS LLC|NONE|$704,566|—|$704,566|

| HARDING LOEVNER, LP|NONE|$686,145|—|$686,145|

| PGIM, INC.|NONE|$679,853|—|$679,853|

| FIERA CAPITAL INC|NONE|$658,760|—|$658,760|

| LOOMIS SAYLES & COMPANY, LP|NONE|$655,303|—|$655,303|

| BAILLIE GIFFORD INT'L LLC|NONE|$637,321|—|$637,321|

| GENESIS INVESTMENT MANAGEMENT|NONE|$633,427|—|$633,427|

| METLIFE INVESTMENT MANAGEMENT|NONE|$615,169|—|$615,169|

| WELLINGTON GROUP HOLDINGS LLP|NONE|$583,301|—|$583,301|

| DODGE & COX|NONE|$556,736|—|$556,736|

| TEMPLETON INVESTMENT COUNSEL LLC|NONE|$547,626|—|$547,626|

| WESTERN ASSET MANAGEMENT INC|NONE|$487,557|—|$487,557|

| LOOP CAPITAL MARKETS LLC|NONE|$220,106|—|$220,106|

| AXA EQUITABLE LIFE INS CO|NONE|$176,473|—|$176,473|

| KPMG LLP|NONE|$105,162|—|$105,162|

| AON CONSULTING, INC.|NONE|$91,000|—|$91,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HARDING LOEVNER, LP](https://planprovider.pro/provider/harding-loevner-lp) — NONE

- [PGIM, INC.](https://planprovider.pro/provider/alight-solutions) — NONE

- [AXA EQUITABLE LIFE INS CO](https://planprovider.pro/provider/equitable) — NONE

- [KPMG LLP](https://planprovider.pro/provider/kpmg-llp) — NONE

- [AON CONSULTING, INC.](https://planprovider.pro/provider/alight-solutions) — NONE

## 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-bank-of-new-york-mellon-plan-001-0382)

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