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Sponsor portfolio

ASC MANAGEMENT, LLC

EIN 37-2034682-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
47
5720 OBERLIN DR. - SAN DIEGO, CA 92121858-455-7557
Plans on this EIN
2 filings
#001TraditionalDB-$3.1M - 12 part#002401k-$800K - 35 part

Retirement portfolio analytics

2 plans aggregated / $3.9M assets / 47 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • DEFINED BENEFIT PENSION (#001)79%
  • PROFIT SHARING PLAN (#002)21%
Total $3.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)35
  • DEFINED BENEFIT PENSION (#001)12
Total 47Click 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

ASC MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$3.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ASC MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$800K
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ASC MANAGEMENT, LLC DEFINED BENEFIT PENSION PLANTraditionalDB$3.1M122024
002ASC MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN401k$800K352025
Retirement plans
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