Plan Snapshot
- Plan Sponsor: Brandywine Global Investment Mgmt, LLC
- Sponsor EIN: 510412248
- Sponsor Address: 1735 MARKET STREET, SUITE 1800, PHILADELPHIA, PA, 19103
- Plan Type: 401(k)
- Plan Number: 016
- Total Participants: 0
- Total Assets: $146.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $146.9M | $0 | $695,916 |
| 2023 | 0 | $439.5M | $0 | $7.9M |
| 2022 | 0 | $426.7M | $0 | $1.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| KREISCHER MILLER | Auditor | $163,264 | — | $163,264 |
| MELLON BANK | Other Service Provider | $44,844 | — | $44,844 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $208,108
- Estimated Expense Ratio: 0.142% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $214,424 | — | — | $163,264 | — |
| 2023 | $388,928 | — | — | $173,775 | — |
| 2022 | $366,765 | — | — | — | $309,317 |