Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
E14 MANAGEMENT, LLC
EIN 82-2619146Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
4
15 WALNUT STREET, SUITE 150 - WELLESLEY, MA 02481617-712-6785
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 4 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
E14 MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$810K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
E14 MANAGEMENT, LLC 401(K) RETIREMENT PLAN
ProfitSharing
Assets$257K
Participants2
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 | E14 MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $810K | 2 | 2024 | |
| 002 | E14 MANAGEMENT, LLC 401(K) RETIREMENT PLAN | ProfitSharing | $257K | 2 | 2024 |
Retirement plans