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LATERAL INVESTMENT MANAGEMENT LL

EIN 45-3753519-investment management-Latest filing 2025
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
27
250 CALIFORNIA DRIVE, STE 301 - BURLINGAME, CA 94010650-554-1335lateralim.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$1.4M - 27 part

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Retirement#001

LATERAL INVESTMENT MANAGEMENT LLC 401(K) PLAN

401k

Assets$1.4M
Participants27
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LATERAL INVESTMENT MANAGEMENT LLC 401(K) PLAN401k$1.4M272025
Retirement plans
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