LEGG Mason Private Portfolio Group

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

8,128

Total plan assets

$240.9M

Filings (rows)

Direct comp

$105K

Indirect comp

Showing only "LEGG MASON PRIVATE PORTFOLIO GROUP"

View all 13 variants aggregated →

LEGG MASON128 LEGG MASON AND SUBSIDIARIES9 LEGG MASON PARTNERS FUND ADVISOR LL9 LEGG MASON & CO5 LEGG MASON &5 LEGG MASON PARTNERS FUND ADVISOR L5 LEGG MASON PRIVATE PORTFOLIO GROUP2

SERVICES PROVIDED

Advisor / Consultant1

Other service providers1

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Tidalhealth, Inc. Tidalhealth Pension Plan · all filings	SALISBURY, MD	Other service providers	4,398	$148.8M	$100K	$0
Advanced Drainage Systems, Inc. Advanced Drainage Systems, Inc. Profit Sharing Retirement Plan · all filings	HILLIARD, OH	Advisor / Consultant	3,730	$92.1M	$5K	$0