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  2. TRISTAR MANAGEMENT ASSOCIATES, LLC
Sponsor portfolio

TRISTAR MANAGEMENT ASSOCIATES, LLC

EIN 81-2561000-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
39
60 MADISON AVENUE, SUITE 1001 - NEW YORK, NY 10010646-200-5745
Plans on this EIN
2 filings
#002CashBalance-$1.6M - 19 part#001ProfitSharing-$782K - 20 part

Retirement portfolio analytics

2 plans aggregated / $2.4M assets / 39 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • CASH BALANCE PLAN (#002)68%
  • PROFIT SHARING PLAN (#001)32%
Total $2.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)20
  • CASH BALANCE PLAN (#002)19
Total 39Click 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

TRISTAR MANAGEMENT ASSOCIATES, LLC CASH BALANCE PLAN

CashBalance

Assets$1.6M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TRISTAR MANAGEMENT ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

ProfitSharing

Assets$782K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TRISTAR MANAGEMENT ASSOCIATES, LLC CASH BALANCE PLANCashBalance$1.6M192024
001TRISTAR MANAGEMENT ASSOCIATES, LLC 401(K) PROFIT SHARING PLANProfitSharing$782K202024
Retirement plans
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