Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AGE MANAGEMENT INSTITUTE
EIN 81-4577029Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
8
533 E. MICHELTORENA ST STE 203 - SANTA BARBARA, CA 93103805-608-4582
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 8 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
AGE MANAGEMENT INSTITUTE DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
AGE MANAGEMENT INSTITUTE 401(K) PROFIT SHARING PLAN
401k
Assets$620K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AGE MANAGEMENT INSTITUTE DEFINED BENEFIT PLAN | TraditionalDB | $2.3M | 3 | 2025 | |
| 003 | AGE MANAGEMENT INSTITUTE 401(K) PROFIT SHARING PLAN | 401k | $620K | 5 | 2025 |
Retirement plans