Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
RBC Global Asset Management
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 29 retirement plans with 100 or more participants reported paying RBC Global Asset Management $5,000 or more. Those plans cover 1,182,278 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $13.8M. Per plan, the median was $37.21 per participant, with the middle half of plans between $21.10 and $53.29. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in New York (9), Maryland (5) and California (3).
In 2009 it appeared on 42 such filings; in 2024, 30. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $21.10 | $37.21 | $53.29 |
| Compensation as a share of plan net assets | 0.02% | 0.04% | 0.08% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| National Electrical Benefit Fund | Trustees of the National Electrical Benefit Fund | MD | 693,723 | $19.3B | $3.6M |
| National Electrical Annuity Plan | Trustees of the National Electrical Annuity Plan | MD | 182,716 | $16.8B | $3.9M |
| 1199SEIU Home Care Employees Pension Fund | Board of Trustees of the 1199SEIU Home Care Employees Pension Fund | NY | 98,110 | $567M | $191K |
| Retirement Security Plan | National Rural Electric Cooperative Association | VA | 75,823 | $11.5B | $1.3M |
| Consolidated Edison Retirement Plan | Consolidated Edison Company of New York, Inc. | NY | 26,696 | $15.5B | $955K |
| North Central States Regional Council of Carpenters Pension Fund | Joint Board of Trustees of North Central States Regional Council of | WI | 18,092 | $1.83B | $802K |
| United Food and Commercial Workers Unions and Employers Pension Plan | United Food and Commercial Workers Employers Pension Plan | WI | 15,576 | $481M | $101K |
| 32BJ School Workers Pension Fund | Board of Trustees of the 32BJ School Workers Pension Fund | NY | 15,019 | $598M | $357K |
| Nysa-Ila Pension Trust Fund & Plan | Board of Trustees, Nysa-Ila Pension Trust Fund and Plan | NJ | 8,915 | $1.36B | $804K |
| Sheet Metal Workers Local Union No. 28 Pension Fund | Board of Trustees of SMW Lu No. 28 Pension Fund | NY | 5,570 | $364M | $21K |
| Iron Workers Locals 40, 361 & 417 Pension Fund | Board of Trustees Iron Workers Locals 40, 361 & 417 Pension Fund | NY | 4,795 | $706M | $122K |
| Sheet Metal Workers Pension Fund of Local Union No. 19 | Sheet Metal Workers Pension Fund of Local Union | PA | 4,207 | $519M | $264K |
| Operating Engineers Local No 37 Severance & Annuity Fund | BRD of Trustees Oe 37 S&a Fund | MD | 3,496 | $83.0M | $43K |
| B.A.C. Local No. 3 Defined Contribution Pension Plan | Board of Trustees, B.A.C. Local 3 Pension Trust Fund | CA | 3,397 | $125M | $105K |
| Warehouse Employees Local No. 570 Pension Fund | Warehouse Employees Local No. 570 | MD | 2,942 | $255M | $125K |
| Minnesota Bakers Union Pension Plan | Minnesota Bakers Union Pension Plan | MN | 2,821 | $227M | $35K |
| Metal Lathers Local 46 Pension Fund | Board of Trustees of Metal Lathers Local 46 Pension Fund | NY | 2,504 | $545M | $133K |
| New Orleans Employers-International Longshoremen's Association,afl-Cio,pension Plan | Board of Trustees, New Orleans Employers International Longshoremen's | LA | 2,467 | $136M | $122K |
| Operating Engineers Local No 37 Pension Fund | BRD of Trustees Oe 37 Pension Fund | MD | 2,243 | $154M | $123K |
| Pipe Fitters Local Union No. 120 Pension Plan | Pipe Fitters Local Union 120 Pens. Fund | OH | 2,009 | $221M | $66K |
| Division a Pension Fund | Board of Trustees Division a Pension Fund | NY | 1,926 | $100M | $90K |
| B.A.C. Local No. 3 Pension Plan | Board of Trustees, B.A.C. Local No. 3 Pension Trust | CA | 1,875 | $188M | $116K |
| Florida Trowel Trades Pension Trust Fund | Florida Trowel Trades Pension Trust Fund | TN | 1,846 | $57.1M | $63K |
| Bac Local No. 1 Washington Pension Trust | Bac Local No. 1 Washington Pension Trust | WA | 1,765 | $163M | $154K |
| Apartment Employees' Pension Trust | Apartment Employees' Pension Trust | CA | 1,274 | $31.5M | $47K |
| Pension Fund of Heat and Frost Insulators Local 12 | Board of Trustees Pension Fund of Heat and Frost Insulators Local 12 | NY | 910 | $150M | $37K |
| Laborers Local 754 Pension Plan | Trustees of Laborers Local 754 Pension Plan | NY | 609 | $82.6M | $75K |
| Tuscaloosa Plumbers & Steamfitters Local 372 Pension Plan | Tuscaloosa Plumbers & Steamfitters Local 372 Pension Plan | AL | 545 | $69.2M | $29K |
| Plumbers & Fitters Local 101 Restated Pension Plan | Board of Trustees of Plumbers & Fitters Local 101 Pension Plan | IL | 407 | $88.5M | $16K |
Questions and answers
How many plans does RBC Global Asset Management serve?
29 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay RBC Global Asset Management?
The median plan reported $37.21 per participant in direct and indirect compensation (29 plans reporting an amount), or 0.04% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment management (22 plans) and Custodial (securities) (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.