Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FORESIDE MANAGEMENT COMPANY
EIN 47-2713926Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
3
$2.7M assets
Welfare
0
Participants
119
26023 ACERO - MISSION VIEJO, CA 92691949-837-7000
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $2.7M assets / 119 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
FORESIDE MANAGEMENT COMPANY 401(K) PLAN
401k
Assets$1.4M
Participants83
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
FORESIDE MANAGEMENT COMPANY CASH BALANCE PLAN
CashBalance
Assets$823K
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FORESIDE MANAGEMENT RETIREMENT PLAN
ProfitSharing
Assets$479K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FORESIDE MANAGEMENT COMPANY 401(K) PLAN | 401k | $1.4M | 83 | 2024 | |
| 003 | FORESIDE MANAGEMENT COMPANY CASH BALANCE PLAN | CashBalance | $823K | 34 | 2024 | |
| 001 | FORESIDE MANAGEMENT RETIREMENT PLAN | ProfitSharing | $479K | 2 | 2025 |
Retirement plans