Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MAIN MANAGEMENT, LLC
EIN 73-1636097investment managementLatest filing 2024
Plans
2
Retirement
2
$7.3M assets
Welfare
0
Participants
47
601 CALIFORNIA STREET, SUITE 300 - SAN FRANCISCO, CA 94108415-217-5800mainmgt.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.3M assets / 47 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
MAIN MANAGEMENT, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$3.7M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MAIN MANAGEMENT, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$3.6M
Participants19
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 | MAIN MANAGEMENT, LLC PROFIT SHARING PLAN | ProfitSharing | $3.7M | 28 | 2024 | |
| 002 | MAIN MANAGEMENT, LLC CASH BALANCE PENSION PLAN | CashBalance | $3.6M | 19 | 2024 |
Retirement plans