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Original filing (PDF)20251013151144NAL0000750963001
THE BANK OF NEW YORK MELLON CORPORATION
Form 5500
FILING_RECEIVED
THE BANK OF NEW YORK MELLON CORPORATION 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
22,098
Accounts w/ balance
41,479
Plan assets (EOY)
$9.9B
Net assets (EOY)
$9.9B
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: THE BANK OF NEW YORK MELLON CORPORATION RETIREMENT PLANS MASTER TRUST (share>100%, pinned)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BANK OF NEW YORK MELLON CORPORATION.
Plan sponsor
Name
THE BANK OF NEW YORK MELLON CORPORATION
EIN
13-2614959
Address
500 ROSS STREET 154-1300 · PITTSBURGH, PA · 15262
Phone
(412) 234-4840
Industry
Finance & Insurancesee all
Plan administrator
Name
BENEFITS ADMINISTRATION COMMITTEE
EIN
13-2614959
City
PITTSBURGH, PA
Phone
(800) 947-4748
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KPMG, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 02-0488491 | — | NONE | $94K | — |
| BNY MELLON SECURITIES CORPORATION | — | NEW YORK, NY | NONE | $0 | — |
| PERSHING LLC | — | JERSEY CITY, NJ | NONE | $0 | — |
Investments
1 pooled fund· $9.9B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON CORP. THE BANK OF NEW YORK MELLON CORPORATION · EIN 26-4392425 / PN 001 | Master Trust | — | — | $9.9B | 100.0% |