Assets by plan
Share of aggregate retirement assets
54%top
Sponsor portfolio
STERN PROPERTY MANAGEMENT, INC.
EIN 26-4225590real estateLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
14
5979 WEST 3RD STREET #202 - LOS ANGELES, CA 900362834323-525-1501sternmanagement.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 14 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
STERN PROPERTY MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN AND TRUST
CashBalance
Assets$577K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
STERN PROPERTY MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST
401k
Assets$484K
Participants7
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 | STERN PROPERTY MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN AND TRUST | CashBalance | $577K | 7 | 2024 | |
| 001 | STERN PROPERTY MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST | 401k | $484K | 7 | 2024 |
Retirement plans