Assets by plan
Share of aggregate retirement assets
65%top
Sponsor portfolio
RELATED MANAGEMENT, LLC
EIN 81-1191774Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
6
APT 1101 - FT LAUDERDALE, FL 33316954-804-1407
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 6 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
RELATED MANAGEMENT, LLC CASH BALANCE PLAN
CashBalance
Assets$758K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RELATED MANAGEMENT, LLC 401(K) PLAN AND TRUST
401k
Assets$403K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | RELATED MANAGEMENT, LLC CASH BALANCE PLAN | CashBalance | $758K | 3 | 2025 | |
| 001 | RELATED MANAGEMENT, LLC 401(K) PLAN AND TRUST | 401k | $403K | 3 | 2025 |
Retirement plans