Metropolitan West Asset Mgmt, 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, Metropolitan West Asset Mgmt, LLC is reported as a service provider on 7 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $629,617 and reported indirect compensation totals $154,304.
Reported compensation summary
- Reported direct compensation
- $629,617
- Reported indirect compensation
- $154,304
- Total reported compensation
- $783,921
- Filings
- 7
- Plan sponsors
- 6
- Plans
- 6
- 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 |
|---|---|---|---|
| Navy Federal Credit Union | VA | 1 | $384,050 |
| National Fuel Gas Company | NY | 1 | $185,914 |
| Northwest Bricklayers Pension Trust | OR | 1 | $87,318 |
| Smart & Final Pension Plan | CA | 1 | $59,653 |
| Cement Masons - Employers Pension Trust | OR | 1 | $59,447 |
| Masonry Welfare Trust | OR | 1 | $7,539 |
State footprint
Plans reporting Metropolitan West Asset Mgmt, LLC are sponsored in OR (3), CA (1), NY (1), VA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Navy Federal Credit Union | Navy Federal Credit Union Employees' Retirement Plan | 2023 | $384,050 | $0 |
| National Fuel Gas Company | National Fuel Gas Company Retirement Plan | 2023 | $99,823 | $0 |
| Northwest Bricklayers Pension Trust | Northwest Bricklayers Pension Plan | 2023 | not reported in the loaded dataset | $87,318 |
| National Fuel Gas Company | National Fuel Gas Company Retirement Plan | 2023 | $86,091 | $0 |
| Smart & Final Pension Plan | Smart & Final Pension Plan | 2023 | $59,653 | not reported in the loaded dataset |
| Cement Masons - Employers Pension Trust | Cement Masons - Employers Pension Plan | 2023 | not reported in the loaded dataset | $59,447 |
| Masonry Welfare Trust | Masonry Welfare Plan | 2023 | not reported in the loaded dataset | $7,539 |
Related Form 5500 pages
- Navy Federal Credit Union Employees' Retirement Plan (plan 001)
- Navy Federal Credit Union — all reported plans
- National Fuel Gas Company Retirement Plan (plan 001)
- National Fuel Gas Company — all reported plans
- Northwest Bricklayers Pension Plan (plan 001)
- Northwest Bricklayers Pension Trust — all reported plans
- National Fuel Gas Company Retirement Plan (plan 001)
- Smart & Final Pension Plan (plan 002)
- Smart & Final Pension Plan — all reported plans
- Cement Masons - Employers Pension Plan (plan 001)
- Cement Masons - Employers Pension Trust — all reported plans
- Masonry Welfare Plan (plan 501)
- Masonry Welfare Trust — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources