Filings through .
Western Assets Management Company
Matched across 16 name variants in the filings
Western Assets Management Company summary
Western Assets Management Company appears on 22 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $483M in assets for 10,018 participants. The median client plan holds $14.8M. Most client plans are sponsored in CO, FL and GA. The largest clients by plan assets are Board of the Trustees of the Painting Industry of Hawaii Annuity Trust, Advanced Solutions International, Inc. and Applied Control Engineering Inc. Plans reported $84K in direct and indirect compensation paid to Western Assets Management Company. The median is $0 per plan.
- Participants
- 10,018
- Median plan assets
- $14.8M
- Median plan participants
- 250
- Median fees per plan
- $0
- Schedule C direct + indirect
Top 22 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Board of the Trustees of the Painting Industry of Hawaii Annuity Trust | HI | $118M | 665 |
| Advanced Solutions International, Inc. | TX | $46.1M | 251 |
| Applied Control Engineering Inc | DE | $42.2M | 253 |
| Endeavor Business Media, Inc. | TN | $40.6M | 745 |
| Dufresne Spencer Group Holdings, LLC | TN | $36.6M | 2,780 |
| Alogent Holdings, Inc. | GA | $29.3M | 249 |
| Kraken Operating LLC | TX | $25.9M | 272 |
| Distek Integration, Inc. | IA | $23.7M | 229 |
| Carthage Holdings, Inc | IA | $23.5M | 222 |
| Procon Consulting, LLC | VA | $22.7M | 240 |
| Spokane United Methodist Homes, Inc | WA | $15.1M | 900 |
| Trinity Products,llc | MO | $14.6M | 331 |
| Uvc Management, LLC Dba United Vein & Vascular Centers | FL | $12.2M | 768 |
| The Miller-Clapperton Partnership, Inc. | GA | $8.6M | 163 |
| Stewart's Sleep Center, Inc | FL | $5.9M | 250 |
| The Possible Project, Inc. | MA | $4.7M | 134 |
| Girl Scouts of Western Ohio | OH | $4.1M | 164 |
| Holtz Builders, Inc., plan 002 | WI | $3.6M | 212 |
| Magic Memories (USA) LLC | CO | $3.4M | 995 |
| Holtz Builders, Inc., plan 001 | WI | $2.4M | 195 |
| Prescient Co. LLC | CO | $0 | 0 |
| Akoya Biosciences, Inc | MA | $0 | 0 |
- HIParticipants 665
- TXParticipants 251
- DEParticipants 253
- TNParticipants 745
- TNParticipants 2,780
- Alogent Holdings, Inc.$29.3MGAParticipants 249
- Kraken Operating LLC$25.9MTXParticipants 272
- Distek Integration, Inc.$23.7MIAParticipants 229
- Carthage Holdings, Inc$23.5MIAParticipants 222
- Procon Consulting, LLC$22.7MVAParticipants 240
- WAParticipants 900
- Trinity Products,llc$14.6MMOParticipants 331
- FLParticipants 768
- GAParticipants 163
- FLParticipants 250
- MAParticipants 134
- OHParticipants 164
- WIParticipants 212
- COParticipants 995
- WIParticipants 195
- COParticipants 0
- MAParticipants 0
Top client states
- CO2 plans
- FL2 plans
- GA2 plans
- IA2 plans
- MA2 plans
Frequently asked questions
- Who uses Western Assets Management Company?
- 22 retirement plans list Western Assets Management Company as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of the Trustees of the Painting Industry of Hawaii Annuity Trust, Advanced Solutions International, Inc., Applied Control Engineering Inc, Endeavor Business Media, Inc. and Dufresne Spencer Group Holdings, LLC. Most client plans are sponsored in CO, FL and GA.
- How many plans does Western Assets Management Company serve?
- Western Assets Management Company serves 22 retirement plans with $483M in plan assets and 10,018 participants, based on the latest Form 5500 filings through 2024.
- What does Western Assets Management Company charge?
- Plans reported $84K in total Schedule C compensation paid to Western Assets Management Company. The median plan paid $0. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets