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Sponsor portfolio

CARITAS MANAGEMENT LLC

EIN 82-3987674-Construction-Latest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
66
2501 SEAPORT DRIVE, SUITE SH200 - CHESTER, PA 19013215-301-9865
Plans on this EIN
2 filings
#001401k-$2.5M - 37 part#002401k-$1.7M - 29 part

Retirement portfolio analytics

2 plans aggregated / $4.2M assets / 66 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • CARITAS MANAGEMENT LLC (#001)59%
  • CARITAS MANAGEMENT LLC (#002)41%
Total $4.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CARITAS MANAGEMENT LLC (#001)37
  • CARITAS MANAGEMENT LLC (#002)29
Total 66Click 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

CARITAS MANAGEMENT LLC

401k

Assets$2.5M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CARITAS MANAGEMENT LLC

401k

Assets$1.7M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CARITAS MANAGEMENT LLC401k$2.5M372025
002CARITAS MANAGEMENT LLC401k$1.7M292024
Retirement plans
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