Legg Mason & Co., Llc 401(k) Plan (terminated 2021): Login, Facts & Contact Information
This plan was terminated. Its final Form 5500 covers plan year 2021, when $3,059 was transferred out of the plan. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
Legg Mason & Co., Llc 401(k) Login
Retirement plan providers can change. This information is from the plan's 2021 filing.
Legg Mason & Co., Llc 401(k) Plan Facts (plan year 2021)
Source: Form 5500 for plan year 2021 (Jan 1, 2021 – Dec 31, 2021), filed Oct 11, 2022. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2021
- $177,035 went into the plan in contributions, $177,035 of it from the employer (100%).
- $641.5 million was paid out to participants.
- Investment and other income added $71.0 million.
How the Legg Mason & Co., Llc 401(k) changed, 2016–2021
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2016 | 2,044 | $415.5 million | $14.1 million | $26.7 million |
| 2017 | 1,991 | $482.4 million | $15.0 million | $34.0 million |
| 2018 | 1,947 | $453.2 million | $14.7 million | $25.2 million |
| 2019 | 1,941 | $596.7 million | $15.5 million | $44.1 million |
| 2020 | 2,011 | $570.4 million | $6.03 million | $92.3 million |
| 2021 (final) | 1,578 | $0 | $177,035 | $641.5 million |
Legg Mason & Co., Llc 401(k) Contact Information
Questions about the Legg Mason & Co., Llc 401(k)
Is the Legg Mason & Co., Llc 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2021.
Does Legg Mason & Co., Llc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2021 the employer contributed $177,035, 100% of all contributions.
Does the Legg Mason & Co., Llc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Legg Mason & Co., Llc 401(k) plan?
1,578 participants at the start of plan year 2021.
Who manages the Legg Mason & Co., Llc 401(k) accounts?
Merrill Benefits OnLine (listed on the filing as MERRILL LYNCH PIERCE FENNER & SMITH) is the plan's recordkeeper, which is where participants log in to see their balance.