Gw&K Investment Management LLC — 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, Gw&K Investment Management LLC is reported as a service provider on 8 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $537,021 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$537KDirect + indirect, across loaded filings$537,021
Plans served8
Plan sponsors8
Filings8
Direct vs. indirect compensation
Direct compensation$537K
Indirect compensationNot reported

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 compensation43%Annuity Board Of The Nfl Player Annuity Program
Top state share of plans25%NJ
Plan sponsors served8
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Gw&K Investment Management LLC. Bars show relative scale.

  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6
    GA · 1 plan(s)
  7. 7
  8. 8
    TX · 1 plan(s)
Geographic reach

State footprint

Where Gw&K Investment Management LLC 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
    NJ2 plan(s)
  2. 2
    PA2 plan(s)
  3. 3
    GA1 plan(s)
  4. 4
    MA1 plan(s)
  5. 5
    MD1 plan(s)
  6. 6
    TX1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Gw&K Investment Management LLC are sponsored, by plan count.

  1. 1
    Iselin, NJ2 plan(s)
  2. 2
  3. 3
    Atlanta, GA1 plan(s)
  4. 4
  5. 5
    Baltimore, MD1 plan(s)
  6. 6
    Westlake, TX1 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
    Annuity Board Of The Nfl Player Annuity Program, MD · Direct $230.8K · 2023
  2. 2
    Bd Of Trustees New Jersey Building Laborers Statewide Pension Fund, NJ · Direct $94.8K · 2023
  3. 3
    Teamsters Union Local 25 Health Services & Insurance Plan, MA · Direct $80.9K · 2023
  4. 4
    Bd Of Trustees Nj Building Laborers Statewide Annuity Fund, NJ · Direct $47.4K · 2023
  5. 5
    Board Of Trustees Of Steamfitters Lu 420 Pension Plan, PA · Direct $43.6K · 2023
  6. 6
    Westrock Company, GA · Direct $25.2K · 2023
  7. 7
    Stradley, Ronon, Stevens & Young, Llp, PA · Direct $8.5K · 2023
  8. 8
    The Charles Schwab Corporation, TX · Direct $5.7K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Gw&K Investment Management LLC?
Public Form 5500 Schedule C filings report compensation paid to Gw&K Investment Management LLC as a plan service provider. Across loaded filings, total reported compensation is $537,021.
How many plans report Gw&K Investment Management LLC as a service provider?
Gw&K Investment Management LLC appears on 8 loaded plan(s) across 8 sponsor(s).

Related Form 5500 pages