Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
L & M MANAGEMENT, INC.
EIN 88-0488854ConstructionLatest filing 2025
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
12
22972 BELMONT RD. - LAGUNA NIGUEL, CA 92677949-487-1206
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 12 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#002
L & M MANAGEMENT INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$612K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
L & M MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$390K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | L & M MANAGEMENT INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $612K | 6 | 2025 | |
| 001 | L & M MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | 401k | $390K | 6 | 2025 |
Retirement plans