4 additional years of work Up to $18,000 in lost retirement savings.The Legg Mason Profit Sharing and 401k Plan and Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 83, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, and Salary Deferral. The Legg Mason Profit Sharing and 401k Plan and Trust currently has over 3,700 active participants and over $414.9M in plan assets.
| Address |
100 International Drive
Baltimore, MD 21202 |
| Industry | Securities Brokerage |
| Administrator | Brian Becker |
| Sponsor | Legg Mason Co., LLC |
| Net Plan Assets | $415,000,000 |
| Total Participants | 3,800 |
| Avg Account Balance | $110,000 |
| William Blair & Company, LLC | 87.7 |
| ICAP Services North America LLC | 77.8 |
| TD Ameritrade Holding | 77.0 |
| Chicago Mercantile Exchange | 75.7 |
| Fulton Financial | 70.7 |
| Oppenheimer & Co. | 67.0 |
| 1. | Legg Mason Capital Management Value | 11% |
| 2. | Legg Mason Capital Management Special Investment | 8% |
| 3. | Legg Mason Capital Management Opportunity | 7% |
| Administration | Charles Schwab |
| Corporate Trustee | Charles Schwab |
| Recordkeeper | Bank of America Merrill Lynch |
| Auditor | Stout, Causey & Horning, P.A. |
| Recordkeeper | Charles Schwab |
BrightScope Rating
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