Plan Snapshot
- Plan Sponsor: Western Asset Management Company, LLC
- Sponsor EIN: 454652505
- Sponsor Address: 385 EAST COLORADO BOULEVARD, PASADENA, CA, 911011923
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $506,663
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 | $506,663 | $0 | $0 |
| 2023 | 0 | $795.7M | $0 | $0 |
| 2022 | 0 | $1.2B | $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 | $67,420 | — | $67,420 |
| PRICEWATERHOUSECOOPERS LLP | Auditor | $38,196 | — | $38,196 |
| ROPES & GRAY | Other Service Provider | $6,366 | — | $6,366 |
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: $111,982
- Estimated Expense Ratio: 22.102% 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 | $111,981 | — | $61,912 | $38,196 | — |
| 2023 | $2,341,439 | — | $233,727 | $54,998 | — |
| 2022 | $3,126,475 | — | $249,598 | — | $148,930 |