Plan Snapshot
- Plan Sponsor: Western Asset Management Company
- Sponsor EIN: 464790774
- Sponsor Address: 385 EAST COLORADO BOULEVARD, PASADENA, CA, 911011923
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $106,415
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 | $106,415 | $0 | $0 |
| 2023 | 0 | $92.2M | $0 | $0 |
| 2022 | 0 | $70.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | Custodian / Trustee | $89,286 | — | $89,286 |
| PRICEWATERHOUSECOOPERS LLP | Auditor | $36,492 | — | $36,492 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSECOOPERS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $125,778
- Estimated Expense Ratio: 118.196% 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 | $140,746 | — | $32,139 | $27,541 | — |
| 2023 | $1,116,161 | — | $46,651 | $40,001 | — |
| 2022 | $106,959 | — | $26,545 | — | $51,714 |