Assets by plan
Share of aggregate retirement assets
52%top
Sponsor portfolio
MAKENA CAPITAL MANAGEMENT, LLC
EIN 20-3873840investment managementLatest filing 2024
Plans
2
Retirement
2
$69.2M assets
Welfare
0
Participants
162
2755 SAND HILL ROAD, SUITE 200 - MENLO PARK, CA 94025650-926-0510makenacap.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $69.2M assets / 162 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MAKENA 401(K) PLAN
401k
Assets$35.7M
Participants119
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MAKENA CAPITAL MANAGEMENT LLC RETIREMENT PLAN
TraditionalDB
Assets$33.5M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MAKENA 401(K) PLAN | 401k | $35.7M | 119 | 2024 | |
| 001 | MAKENA CAPITAL MANAGEMENT LLC RETIREMENT PLAN | TraditionalDB | $33.5M | 43 | 2024 |
Retirement plans