The Western Asset Management 401(k) Plan
Sponsored by Western Asset Management Company, Llc · EIN 952705767 · Plan #005
- Total assets
- $385M
- Net assets
- $385M
- Active participants
- 466
- With balances
- 758
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mma Securities | Investment advisory (plan) | $65,000 |
| Merrill Lynch Pierce Fenner Smith | Recordkeeping, Investment management, Securities brokerage | $61,550 |