Filings through .
Legg Mason
Matched across 36 name variants in the filings
Legg Mason summary
Legg Mason appears on 24 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $3.5B in assets for 49,792 participants. The median client plan holds $13.4M. Most client plans are sponsored in TX, OH and PA. The largest clients by plan assets are Sysco Corporation, UBS Financial Services Inc. and Fluence Energy, LLC. Plans reported $190K in direct and indirect compensation paid to Legg Mason. The median is $0 per plan.
- Participants
- 49,792
- Median plan assets
- $13.4M
- Median plan participants
- 283
- Median fees per plan
- $0
- Schedule C direct + indirect
Top 24 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Sysco Corporation | TX | $2.6B | 29,452 |
| UBS Financial Services Inc. | NJ | $563M | 7,722 |
| Fluence Energy, LLC | VA | $104M | 959 |
| Rose Companies Employer, LLC | OH | $38.9M | 291 |
| Apr Supply Company | PA | $34.9M | 527 |
| Alogent Holdings, Inc. | GA | $29.3M | 249 |
| Channell Commercial Corporation | TX | $23.0M | 810 |
| Cee Kay Supply, Inc | MO | $22.9M | 204 |
| Metlife Legal Plans, Inc. | OH | $20.9M | 339 |
| Spokane United Methodist Homes, Inc | WA | $15.1M | 900 |
| Strategic Dental Executives LLC Dba Community Dental Partners | TX | $13.9M | 1,141 |
| NM State Conference of the Masons' Pension Trust Fund | NM | $13.4M | 327 |
| Academy Parent, LLC | VA | $13.4M | 241 |
| Tangent Technologies, LLC | IL | $12.6M | 591 |
| Defense Contracting, Inc. | MD | $11.7M | 180 |
| Checkers Drive-in Restaurants, Inc. | FL | $7.6M | 4,465 |
| Summit on-Site Solutions, LLC | TX | $6.4M | 253 |
| Sender, Inc. | AZ | $5.5M | 269 |
| Keystone Technology Consultants, Inc | OH | $4.1M | 144 |
| Holtz Builders, Inc. | WI | $3.6M | 212 |
| Star Medical, Inc. | PA | $3.4M | 274 |
| Urban Remedy, Inc. | CA | $1.6M | 119 |
| Quarryville Presbyterian Retirement Community | PA | $0 | 0 |
| Creature Comforts Brewing Company, | GA | $0 | 123 |
- Sysco Corporation$2.6BTXParticipants 29,452
- NJParticipants 7,722
- Fluence Energy, LLC$104MVAParticipants 959
- OHParticipants 291
- Apr Supply Company$34.9MPAParticipants 527
- Alogent Holdings, Inc.$29.3MGAParticipants 249
- TXParticipants 810
- Cee Kay Supply, Inc$22.9MMOParticipants 204
- OHParticipants 339
- WAParticipants 900
- TXParticipants 1,141
- NMParticipants 327
- Academy Parent, LLC$13.4MVAParticipants 241
- ILParticipants 591
- MDParticipants 180
- FLParticipants 4,465
- TXParticipants 253
- Sender, Inc.$5.5MAZParticipants 269
- OHParticipants 144
- Holtz Builders, Inc.$3.6MWIParticipants 212
- Star Medical, Inc.$3.4MPAParticipants 274
- Urban Remedy, Inc.$1.6MCAParticipants 119
- PAParticipants 0
- GAParticipants 123
Top client states
- TX4 plans
- OH3 plans
- PA3 plans
- GA2 plans
- VA2 plans
Frequently asked questions
- Who uses Legg Mason?
- 24 retirement plans list Legg Mason as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Sysco Corporation, UBS Financial Services Inc., Fluence Energy, LLC, Rose Companies Employer, LLC and Apr Supply Company. Most client plans are sponsored in TX, OH and PA.
- How many plans does Legg Mason serve?
- Legg Mason serves 24 retirement plans with $3.5B in plan assets and 49,792 participants, based on the latest Form 5500 filings through 2024.
- What does Legg Mason charge?
- Plans reported $190K in total Schedule C compensation paid to Legg Mason. The median plan paid $0. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served24-27 YoYRank #486 of mapped providers
Assets under administration$3.5B0.0%Rank #2430 by share of filed assets
Fees received$190,036Median $0/planSum across Schedule C direct + indirect
Net wins YoY-174 won - 21 lostPlan-level switch detection
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