Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ESO MANAGEMENT SERVICES, LLC
EIN 45-5172418Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$9.8M assets
Welfare
0
Participants
29
555 PERKINS EXTENDED - STE 330 - MEMPHIS, TN 38117650-425-3237
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.8M assets / 29 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#001
ESO MANAGEMENT SERVICES, LLC 401(K) PLAN
401k
Assets$6.1M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ESO MANAGEMENT SERVICES, LLC CASH BALANCE PLAN
CashBalance
Assets$3.7M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ESO MANAGEMENT SERVICES, LLC 401(K) PLAN | 401k | $6.1M | 21 | 2025 | |
| 002 | ESO MANAGEMENT SERVICES, LLC CASH BALANCE PLAN | CashBalance | $3.7M | 8 | 2025 |
Retirement plans