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: 017
- Total Participants: 0
- Total Assets: $3.6B
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 | $3.6B | $0 | $1.2B |
| 2023 | 0 | $3.3B | $0 | $532.5M |
| 2022 | 0 | $3.5B | $0 | $216.6M |
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 |
|---|---|---|---|---|
| MELLON BANK | Other Service Provider | $1,758,079 | — | $1,758,079 |
| KREISCHER MILLER | Auditor | $502,750 | — | $502,750 |
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: $2,260,829
- Estimated Expense Ratio: 0.062% 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 | $2,260,829 | — | — | $502,750 | — |
| 2023 | $2,115,211 | — | — | $406,730 | — |
| 2022 | $2,111,361 | — | — | — | $461,470 |