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Sponsor portfolio

SANSOME STREET MANAGEMENT, LLC

EIN 46-2198693-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
8
720 S B STREET - SAN MATEO, CA 94401510-415-2888
Plans on this EIN
2 filings
#002TraditionalDB-$1.4M - 4 part#001ProfitSharing-$90K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • DEFINED BENEFIT PENSION (#002)94%
  • PROFIT SHARING PLAN (#001)6%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#002)4
  • PROFIT SHARING PLAN (#001)4
Total 8Click 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#002

SANSOME STREET MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SANSOME STREET MANAGEMENT, LLC PROFIT SHARING PLAN

ProfitSharing

Assets$90K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SANSOME STREET MANAGEMENT, LLC DEFINED BENEFIT PENSION PLANTraditionalDB$1.4M42024
001SANSOME STREET MANAGEMENT, LLC PROFIT SHARING PLANProfitSharing$90K42025
Retirement plans
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