Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NET RETURN ASSET MANAGEMENT, LLC
EIN 20-4156360investment bankingLatest filing 2025
Plans
2
Retirement
2
$13.4M assets
Welfare
0
Participants
8
780 THIRD AVENUE, 24TH FLOOR - NEW YORK, NY 10017212-813-9229LinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.4M assets / 8 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
NET RETURN ASSET MANAGEMENT, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$7.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
NET RETURN ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$6.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NET RETURN ASSET MANAGEMENT, LLC DEFINED BENEFIT PLAN | TraditionalDB | $7.2M | 3 | 2025 | |
| 001 | NET RETURN ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | 401k | $6.2M | 5 | 2025 |
Retirement plans