Plans listing this provider
35
0.06% of the 56,420 plans with Schedule H financials; 42 in 2023
Providers › Legg Mason
Legg Mason
- Service provider, as named on Schedule C
- EIN 521200960
- Plan year 2024
- Direct compensation reported $1,068,031
Assets of those plans
$60,936,832,608
0.78% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,068,031
3% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 28 | Investment management | 33 |
| 59 | Shareholder servicing fees | 30 |
| 52 | Investment management fees paid indirectly by plan | 5 |
| 15 | Recordkeeping and information management | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 25 | Trustee (directed) | 1 |
| 27 | Investment advisory (plan) | 1 |
| 37 | Participant loan processing | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| IBM 401(k) Plan | International Business Machines | $60,393,556,150 | 147,543 | $1,068,031 |
| York Building Products Co. Inc. Profit Sharing Plan and Trust | York Building Products | $100,652,013 | 621 | $0 |
| Fluence Savings Plan | Fluence Energy | $80,874,247 | 932 | $0 |
| Rose Companies Employer 401(k) Plan | Rose Companies Employer | $36,058,752 | 305 | $0 |
| Apr Supply Co. 401(k) Plan | Apr Supply | $30,233,316 | 498 | $0 |
| Stewart & Tate Employees Profit Sharing Plan | Stewart & Tate | $27,937,886 | 303 | $0 |
| Alogent 401(k) Plan | Alogent Holdings | $26,118,374 | 269 | $0 |
| Blower-dempsay Corporation Retirement Savings Plan | Blower-dempsay | $23,880,960 | 299 | $0 |
| Lightcast 401(k) Plan | Economic Modeling | $21,769,009 | 482 | $0 |
| CEE Kay Supply, Inc. Profit Sharing Plan | CEE Kay Supply | $19,836,919 | 174 | $0 |
| Channell Commercial Corporation 401(k) Plan | Channell Commercial | $17,339,918 | 644 | $0 |
| Spokane Methodist Homes, Inc. Employee Retirement Savings Plan | Spokane United Methodist Homes | $15,123,861 | 699 | $0 |
| The Academy 401(k) Retirement Plan | Academy Parent | $13,354,483 | 230 | $0 |
| Strata Products Worldwide 401(k) Retirement Plan | Strata Products Worldwide | $13,078,095 | 98 | $0 |
| Terry's Electric 401(k) Savings Plan | Terry's Electric | $11,899,536 | 315 | $0 |
| Community Dental Partners 401(k) Plan | Strategic Dental Executives LLC DBA Community Dental Partners | $11,013,811 | 1,010 | $0 |
| Tangent Technologies, LLC 401(k) Plan | Tangent Technologies | $10,277,302 | 231 | $0 |
| Defense Contracting, Inc. Retirement Trust | Defense Contracting | $8,910,263 | 145 | $0 |
| Heritage & EST 401(k) Plan | Eastern Shore Transport | $8,720,079 | 111 | $0 |
| CTI III LLC 401(k) Profit Sharing Plan and Trustrecordkeeper | CTI III | $8,332,823 | 117 | $0 |
| Service Lighting and Electrical Supplies, Inc. Retirement Plan | Service Lighting and Electrical Supplies Inc. DBA 1000 Bulbs.com | $7,806,506 | 182 | $0 |
| Checkers Drive-in Restaurants, Inc. 401(k) Plan | Checkers Drive-in Restaurants | $6,794,775 | 438 | $0 |
| AVD 401(k) Plan | AV Delaware Holdings | $5,682,856 | 84 | $0 |
| Summit On-site Solutions 401(k) Plan | Summit On-site Solutions | $5,449,506 | 155 | $0 |
| Athenium Analytics Retirement Plan | Athenium | $5,327,788 | 95 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.