Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEGARIE MANAGEMENT, INC.
EIN 95-4277105Arts, Entertainment, and RecreationLatest filing 2025
Plans
3
Retirement
2
$3.1M assets
Welfare
1
Participants
6
1108 MASONIC AVENUE - SAN FRANCISCO, CA 94117415-431-7772
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 4 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#003
LEGARIE MANAGEMENT, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.7M
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
LEGARIE MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$377K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#001
LEGARIE MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | LEGARIE MANAGEMENT, INC. DEFINED BENEFIT PLAN | TraditionalDB | $2.7M | 2 | 2024 | |
| 001 | LEGARIE MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | 401k | $377K | 2 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | LEGARIE MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans