Assets by plan
Share of aggregate retirement assets
Filings through .
Azalea Management Company, LLC
EIN 26-3512293Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Health & Benefits
0
Participants
14
55 BEATTIE PLACE, SUITE 1500 - GREENVILLE, SC 29601864-235-0201
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 14 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
AZALEA MANAGEMENT COMPANY, LLC 401(K) PLAN
401(k)
Assets$879K
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
AZALEA MANAGEMENT COMPANY, LLC PENSION PLAN
Traditional DB
Assets$266K
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | AZALEA MANAGEMENT COMPANY, LLC 401(K) PLAN | 401(k) | $879K | 8 | 2025 |
| #002 | AZALEA MANAGEMENT COMPANY, LLC PENSION PLAN | Traditional DB | $266K | 6 | 2025 |
- #001 · 401(k) · 20258
- #002 · Traditional DB · 20256
Retirement plans