Plans listing this provider
37
0.07% of the 56,420 plans with Schedule H financials; 37 in 2023
Providers › The Bank of New York Mellon
The Bank of New York Mellon
- Service provider, as named on Schedule C
- EIN 135160382
- Plan year 2024
- Direct compensation reported $13,911,515
Assets of those plans
$198,433,157,807
2.55% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$13,911,515
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 50 | Direct payment from the plan | 27 |
| 21 | Trustee (bank, trust company or similar) | 26 |
| 19 | Custodial (securities) | 13 |
| 28 | Investment management | 10 |
| 25 | Trustee (directed) | 9 |
| 51 | Investment management fees paid directly by plan | 7 |
| 18 | Custodial (other than securities) | 6 |
| 62 | Float revenue | 5 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| CVS Health Future Fund 401(k) Plan | CVS Health | $30,087,909,242 | 230,636 | $1,526,366 |
| Citi Retirement Savings Plan | Citigroup | $23,241,033,081 | 117,203 | $988,734 |
| The Teamster - UPS National 401(k) Tax Deferred Savings Plan | United Parcel Service | $19,309,174,243 | 219,009 | $748,057 |
| UPS 401(k) Savings Plan | United Parcel Service | $14,192,071,511 | 124,928 | $3,002,414 |
| The Goldman Sachs 401(k) Plan | Goldman Sachs Group | $12,807,939,404 | 48,807 | $184,729 |
| HP Inc. 401(k) Plan | HP | $10,292,655,097 | 34,268 | $127,500 |
| Nokia Savings/401(k) Plan | Alcatel-lucent USA | $9,831,470,000 | 24,381 | $773,695 |
| Mckinsey & Company, Inc. (PSRP) Profit Sharing Retirement Plan | Mckinsey | $9,823,670,556 | 34,826 | $124,827 |
| AEP Retirement Savings 401(k) Plan | American Electric Power Service | $5,196,173,403 | 21,069 | $437,500 |
| Fiserv 401(k) Savings Plan | Fiserv Solutions | $5,136,404,794 | 36,203 | $239,869 |
| General Mills 401(k) Plan | General Mills | $5,041,221,350 | 23,783 | $431,810 |
| Farmers Group, Inc. 401(k) Savings Plan | Farmers Group | $4,990,013,609 | 28,334 | $646,952 |
| UPMC 401(a) Retirement Savings Plan | UPMC | $4,902,845,416 | 78,379 | $223,293 |
| Nordstrom 401(k) Plan | Nordstrom | $4,295,087,364 | 102,382 | $1,021,122 |
| NFL Player Second Career Savings Plan | Savings Board of the NFL Player Second Career Savings Plan | $4,084,628,160 | 11,584 | $366,489 |
| Corning Incorporated Investment Plan | Corning | $4,063,233,837 | 15,850 | $124,984 |
| Siemens Energy, Inc. Savings Plan | Siemens Energy | $3,957,525,930 | 15,382 | $322,318 |
| Colgate-palmolive Company Employees Savings & Investment Plan | Colgate-palmolive | $3,268,138,059 | 8,835 | $571,989 |
| Highmark Investment Plan | Highmark Health | $2,861,110,381 | 21,269 | $168,386 |
| Bellsouth Savings and Security Plan | Bellsouth | $2,528,777,000 | 11,243 | $65,000 |
| LLNS 401(k) Retirement Plan | Lawrence Livermore National Security | $2,498,475,873 | 10,798 | $101,420 |
| Triad 401(k) Retirement Plan | Triad National Security | $2,492,057,254 | 16,009 | $148,860 |
| AT&T Savings and Security Plan | AT&T | $2,265,607,000 | 11,380 | $97,000 |
| Allianz Asset Accumulation Plan | Azoa Services | $2,129,076,000 | 8,603 | $225,048 |
| Elevator Constructors Union Local 1 Annuity and 401(k) Fund | BD of Tees of Elevator Constructors Union Local No. 1 Annuity & 401(k) F | $1,706,048,699 | 4,140 | $132,264 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.