# Western Asset Management Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/western-asset-management-company-llc-201575792-001

> Western Asset Management Company, LLC's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Western Asset Management Company, LLC

- **Sponsor EIN:** 201575792

- **Sponsor Address:** 385 EAST COLORADO BOULEVARD, PASADENA, CA, 911011923

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $873.1M

## 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|$873.1M|$0|$0|

| 2023|0|$1.2B|$0|$0|

| 2022|0|$1.3B|$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|$306,182|—|$306,182|

| PRICEWATERHOUSECOOPERS LLP|Auditor|$97,549|—|$97,549|

| ROPES & GRAY LLP|Other Service Provider|$5,999|—|$5,999|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PRICEWATERHOUSECOOPERS LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $409,730

- **Estimated Expense Ratio:** 0.047% 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|$440,869|—|$172,406|$58,999|—|

| 2023|$488,962|—|$326,373|$59,252|—|

| 2022|$588,674|—|$335,370|—|$116,802|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/western-asset-management-company-llc-201575792-001)

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