Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Russell Investments Trust Company
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, 51 retirement plans with 100 or more participants reported paying Russell Investments Trust Company $5,000 or more. Those plans cover 298,872 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $26.3M. Per plan, the median was $206 per participant, with the middle half of plans between $72.30 and $325. 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 Jersey (7), California (6) and Texas (5).
In 2009 it appeared on 120 such filings; in 2024, 53 (down 56%). 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 | $72.30 | $206 | $325 |
| Compensation as a share of plan net assets | 0.12% | 0.30% | 0.39% |
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 |
|---|---|---|---|---|---|
| Caterpillar 401(k) Savings Plan | Caterpillar Inc. | TX | 60,357 | $18.8B | $160K |
| Lumen Combined Pension Plan | Lumen Technologies, Inc. | LA | 35,763 | $4.22B | $341K |
| Sharpsaver Defined Contribution Plan | Sharp Healthcare | CA | 24,387 | $1.38B | $275K |
| Sharpsaver Retirement Plan | Sharp Healthcare | CA | 18,811 | $684M | $2.6M |
| Andersen 401(k) Plan | Andersen Corporation | MN | 18,373 | $1.45B | $1.0M |
| Paccar Inc. Retirement Plan | Paccar Inc. | WA | 18,129 | $2.60B | $1.7M |
| Unicare Savings Plan | Unilever United States, Inc. | NJ | 11,516 | $2.11B | $42K |
| Caterpillar Inc. Tax Deferred Retirement Plan | Caterpillar Inc. | TX | 9,809 | $749M | $6,642 |
| Alpha Legacy Company Pension Plan | Alpha Natural Resources, LLC | TN | 9,033 | $368M | $1.4M |
| Unicare Retirement Plan | Unilever United States, Inc. | NJ | 8,227 | $732M | $171K |
| Educational Testing Service 403(b) Retirement Savings Plan | Educational Testing Service | NJ | 7,041 | $982M | $54K |
| Royal Caribbean Cruises Ltd. Ret. Savings Plan | Royal Caribbean Cruises Ltd. | FL | 6,350 | $787M | $0 |
| Andersen Corporation Employees' Pension and Retirement Plan | Andersen Corporation | MN | 5,523 | $773M | $2.3M |
| Nrel 403(b) Employee Savings Plan | Alliance for Sustainable Energy, LLC | CO | 5,226 | $625M | $128K |
| National Laboratory of the Rockies Shared Security Pension Plan | Alliance for Energy Innovation, LLC | CO | 5,033 | $436M | $801K |
| Scripps/journal Pension Plan | The E.W. Scripps Company | OH | 4,873 | $355M | $1.4M |
| Retirement Plan for Employees of Southwest Gas Corporation | Southwest Gas Corporation | NV | 4,490 | $1.18B | $2.8M |
| Totalenergies Finance USA, Inc. Pension Plan | Totalenergies Finance USA, Inc. | TX | 4,389 | $624M | $280K |
| The UAW Labor-Management Group Pension Plan | Board of Trustees, the UAW Labor-Management Group | CA | 4,369 | $70.0M | $314K |
| Retirement Plan for Employees of Reckitt Benckiser LLC | Reckitt Benckiser LLC | NJ | 3,126 | $251M | $718K |
| SSL Pension Plan | Maxar Space, LLC | CA | 2,868 | $321M | $1.2M |
| Employees' Retirement Plan of John Wiley & Sons,inc. | John Wiley & Sons,inc. | NJ | 2,712 | $174M | $457K |
| Saks Fifth Avenue Pension Plan | Saks & Company LLC | NY | 2,529 | $60.8M | $272K |
| Virtua Pension Equity Plan | Virtua Health | NJ | 2,526 | $103M | $185K |
| Baker & McKenzie Illinois Profit Sharing and 401(k) Plan | Baker & McKenzie LLP | IL | 2,294 | $867M | $912K |
| Pension Plan of Newmont | Newmont USA Limited | CO | 2,176 | $271M | $912K |
| British Airways PLC Pension Plan (U.S.A.) | British Airways PLC | NY | 2,093 | $314M | $693K |
| Greater Wisconsin Multi-Employer Retirement Income | Board of Trustees Greater Wisconsin Employer-Union Pension Trust Fund | WI | 1,980 | $3.1M | $23K |
| The Lozier Corporation Pension Plan and Trust | Lozier Corporation | NE | 1,705 | $137M | $518K |
| Delta Dental of California Cash Balance Retirement Plan | Delta Dental of California | CA | 1,384 | $73.6M | $279K |
| Esco Corporation Pension Plan | Esco Group LLC | TX | 1,332 | $113M | $316K |
| Andersen Pension Plan | Andersen Corporation | MN | 1,112 | $27.1M | $47K |
| Baker & McKenzie Illinois Profit Sharing Plan II | Baker & McKenzie LLP | IL | 987 | $131M | $144K |
| Arkema Inc. Retirement Benefits Plan | Arkema Inc. | PA | 950 | $141M | $235K |
| Mead Johnson & Company Retirement Plan | Mead Johnson & Company, LLC | NJ | 852 | $126M | $402K |
| Peterbilt Nashville - Local 1832 UAW Retirement | Paccar, Inc. | WA | 847 | $84.2M | $214K |
| Dechert LLP Pension Plan for Staff Employees | Dechert, LLP | PA | 547 | $39.5M | $168K |
| The Continental, Inc. Pension Plan | Continental Level 3, Inc. | LA | 547 | $36.8M | $116K |
| The Graham Companies Pension Plan | The Graham Companies | FL | 530 | $43.7M | $197K |
| Retirement Plan for Pilots of Hawaiian Airlines, Inc. | Hawaiian Airlines, Inc. | HI | 513 | $285M | $1.2M |
Questions and answers
How many plans does Russell Investments Trust Company serve?
51 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 Russell Investments Trust Company?
The median plan reported $206 per participant in direct and indirect compensation (50 plans reporting an amount), or 0.30% 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 (24 plans), Trustee (directed) (23 plans), Trustee (bank, trust company, or similar financial institution) (8 plans) and Investment advisory (plan) (5 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.