Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INTERSECT MANAGEMENT LLC
EIN 82-2106638real estateLatest filing 2024
Plans
2
Retirement
2
$486K assets
Welfare
0
Participants
18
9605 SCRANTON RD #100A - SAN DIEGO, CA 92121858-361-7820intersectmanagement.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $486K assets / 18 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
INTERSECT MANAGEMENT LLC
401k
Assets$375K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
INTERSECT MANAGEMENT LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$111K
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 | |
|---|---|---|---|---|---|---|
| 001 | INTERSECT MANAGEMENT LLC | 401k | $375K | 13 | 2024 | |
| 003 | INTERSECT MANAGEMENT LLC CASH BALANCE PENSION PLAN | CashBalance | $111K | 5 | 2024 |
Retirement plans