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  2. AZALEA MANAGEMENT COMPANY, LLC
Sponsor portfolio

AZALEA MANAGEMENT COMPANY, LLC

EIN 26-3512293-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
2
$903K assets
Welfare
0
Participants
14
55 BEATTIE PLACE, SUITE 1500 - GREENVILLE, SC 29601864-235-0201
Plans on this EIN
2 filings
#001401k-$670K - 8 part#002TraditionalDB-$233K - 6 part

Retirement portfolio analytics

2 plans aggregated / $903K assets / 14 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • COMPANY, LLC 401(K) (#001)74%
  • COMPANY, LLC PENSION (#002)26%
Total $903KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY, LLC 401(K) (#001)8
  • COMPANY, LLC PENSION (#002)6
Total 14Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AZALEA MANAGEMENT COMPANY, LLC 401(K) PLAN

401k

Assets$670K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AZALEA MANAGEMENT COMPANY, LLC PENSION PLAN

TraditionalDB

Assets$233K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AZALEA MANAGEMENT COMPANY, LLC 401(K) PLAN401k$670K82024
002AZALEA MANAGEMENT COMPANY, LLC PENSION PLANTraditionalDB$233K62024
Retirement plans
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