Western Asset Management Company, Llc 401(k) Plan: Login, Facts & Contact Information

Western Asset Management Company, Llc 401(k) Plan Facts

Plan name
THE WESTERN ASSET MANAGEMENT 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WESTERN ASSET MANAGEMENT COMPANY, LLC
Participants
798 (466 active employees)
Former employees with a balance
262
Plan assets
$385,185,496 at Dec 31, 2024
Average account balance
$508,160 across 758 accounts
Employer contributions
$4,797,988 in plan year 2024 (32% of all contributions)
Recordkeeper
Merrill Lynch Pierce Fenner Smith
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2011
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 10, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $15.0 million went into the plan in contributions, $4.80 million of it from the employer (32%).
  • $21.6 million was paid out to participants.
  • Investment and other income added $54.0 million.
  • Administrative expenses were $118,451, about $156 per account.

How the Western Asset Management Company, Llc 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019887$265.3 million$5.54 million$13.6 million
2020875$315.4 million$5.68 million$11.3 million
2021853$363.3 million$6.12 million$16.6 million
2022847$291.7 million$9.85 million$17.6 million
2023847$337.5 million$5.43 million$26.1 million
2024798$385.2 million$4.80 million$21.6 million

Western Asset Management Company, Llc 401(k) Contact Information

Phone
626-844-9400
Mailing address
385 EAST COLORADO BOULEVARD, PASADENA CA 91101
Plan sponsor
WESTERN ASSET MANAGEMENT COMPANY, LLC
Employer identification number (EIN)
95-2705767
Plan number
005

Questions about the Western Asset Management Company, Llc 401(k)

Does Western Asset Management Company, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $4.80 million, 32% of all contributions.

Does the Western Asset Management Company, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Western Asset Management Company, Llc 401(k) plan?

798 participants at the start of plan year 2024, 466 of them active employees, and 262 former employees who still had money in the plan.

What is the average 401(k) balance at Western Asset Management Company, Llc?

About $508,160 per account: $385.2 million in plan assets across 758 accounts with a balance at the end of plan year 2024.

Who manages the Western Asset Management Company, 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.

I no longer work at Western Asset Management Company, Llc. How do I access my 401(k)?

Your account stays with Merrill Benefits OnLine after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

Related Companies
Headquarter: ONE EAST WASHINGTON STREET SUITE 1400, PHOENIX, AZ, 85004
Headquarter: 20377 SW ACACIA ST SUITE 210, NEWPORT BEACH, CA, 92660
Headquarter: 720 E WISCONSIN AVE, MILWAUKEE, WI, 53202
Headquarter: 1200 SMITH STREET, 36TH FLOOR, HOUSTON, TX, 77002
Headquarter: 1111 LOUISIANA ST, HOUSTON, TX, 770025230