Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
POSNER MANAGEMENT, LLC
EIN 82-2908280Management of Companies and EnterprisesLatest filing 2024
Plans
2
Retirement
2
$265K assets
Welfare
0
Participants
8
502 CAJON ST - REDLANDS, CA 923735904818-281-5822
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $265K 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#001
POSNER MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$222K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
POSNER MANAGEMENT, LLC 401(K) PLAN
401k
Assets$42K
Participants4
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 | POSNER MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $222K | 4 | 2024 | |
| 002 | POSNER MANAGEMENT, LLC 401(K) PLAN | 401k | $42K | 4 | 2024 |
Retirement plans