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Sponsor portfolio

HAYSTACK MANAGEMENT COMPANY LLC

EIN 82-3293974-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
7
548 MARKET STREET, PMB 75231 - SAN FRANCISCO, CA 941045401415-868-5024
Plans on this EIN
2 filings
#001401k-$970K - 4 part#002CashBalance-$659K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • LLC 401K PLAN (#001)60%
  • CASH BALANCE PLAN (#002)40%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC 401K PLAN (#001)4
  • CASH BALANCE PLAN (#002)3
Total 7Click 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#001

HAYSTACK MANAGEMENT COMPANY LLC 401K PLAN

401k

Assets$970K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HAYSTACK MANAGEMENT COMPANY LLC CASH BALANCE PLAN

CashBalance

Assets$659K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HAYSTACK MANAGEMENT COMPANY LLC 401K PLAN401k$970K42025
002HAYSTACK MANAGEMENT COMPANY LLC CASH BALANCE PLANCashBalance$659K32025
Retirement plans
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