Ceredex Value Advisors — 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, Ceredex Value Advisors is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,275,615 and reported indirect compensation totals $151,141.
Reported compensation summary
- Reported direct compensation
- $1,275,615
- Reported indirect compensation
- $151,141
- Total reported compensation
- $1,426,756
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- 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 |
|---|---|---|---|
| Genentech, Inc. | CA | 1 | $896,318 |
| Caterpillar Inc. | TX | 1 | $337,656 |
| Caterpillar Inc. | TX | 1 | $192,782 |
State footprint
Plans reporting Ceredex Value Advisors are sponsored in TX (2), CA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Genentech, Inc. | Roche U.S. Retirement Plans Master Trust | 2023 | $745,177 | $151,141 |
| Caterpillar Inc. | Caterpillar Inc. Master Retirement Trust | 2023 | $337,656 | $0 |
| Caterpillar Inc. | Caterpillar Inc. Investment Trust | 2023 | $192,782 | $0 |
Related Form 5500 pages
- Roche U.S. Retirement Plans Master Trust (plan 002)
- Genentech, Inc. — all reported plans
- Caterpillar Inc. Master Retirement Trust (plan 019)
- Caterpillar Inc. — all reported plans
- Caterpillar Inc. Investment Trust (plan 032)
- Caterpillar Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources