Sponsor portfolio
TODD ASSET MANAGEMENT, LLC
EIN 61-1350302investment managementLatest filing 2025
Plans
2
Retirement
1
$14.3M assets
Welfare
1
Participants
36
101 S. 5TH STREET SUITE 3100 - LOUISVILLE, KY 40202502-899-4098toddasset.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TODD ASSET MANAGEMENT, LLC PROFIT SHARING PLAN AND TRUST
401k
Assets$14.3M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TODD ASSET MANAGEMENT CBS BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TODD ASSET MANAGEMENT, LLC PROFIT SHARING PLAN AND TRUST | 401k | $14.3M | 19 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TODD ASSET MANAGEMENT CBS BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans