Sponsor portfolio

LODESTAR PRIVATE ASSET MANAGEMENT, LLC

EIN 94-3390377investment managementLatest filing 2025

Plans

Retirement

$6.0M assets

Welfare

Participants

3201 DANVILLE BLVD, SUITE 275 - ALAMO, CA 94507925-838-1234lodestarpam.comLinkedIn1-10 employeesinvestment management

Plans on this EIN

1 filing

#001401k-$6.0M - 7 part

Plan deep-dives

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Retirement#001

LODESTAR PRIVATE ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$6.0M

Participants7

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	LODESTAR PRIVATE ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST	401k	$6.0M	7	2025

Retirement plans