Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEGADO MANAGEMENT INC.
EIN 87-2915991Administrative and Support and Waste Management and Remediation ServicesLatest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
8
24000 ALICIA PARKWAY, SUITE 466 - MISSION VIEJO, CA 92691949-540-7520
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M 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
LEGADO MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$2.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LEGADO MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$757K
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 | LEGADO MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | CashBalance | $2.2M | 4 | 2025 | |
| 002 | LEGADO MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | 401k | $757K | 4 | 2025 |
Retirement plans