Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE GARNER MANAGEMENT COMPANY, LLC
EIN 45-5032719Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
18
C/O WRIGHT KIRBY, 865 LAUREL STREET - SAN CARLOS, CA 94070650-592-6001
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 18 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
GARNER COMPANY CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GARNER COMPANY, LLC 401(K) PLAN
401k
Assets$475K
Participants10
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 | GARNER COMPANY CASH BALANCE PLAN | CashBalance | $1.3M | 8 | 2024 | |
| 001 | GARNER COMPANY, LLC 401(K) PLAN | 401k | $475K | 10 | 2024 |
Retirement plans