Correlation Management, LLC at 9255 Towne Centre Dr STE 350, San Diego, Ca 92121 lists David E Coats and Trevor K Kienzle of San Diego, CA as associates.
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Registered Agents Inc
Registered 1505 Agent
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1401 21ST ST STE R, SACRAMENTO, CA 95811
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David E Coats
CEO
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9255 TOWNE CENTRE DR STE 350, SAN DIEGO, CA 92121
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Trevor K Kienzle
Manager
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9255 TOWNE CENTRE DR STE 350, SAN DIEGO, CA 92121
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David E Coats
Manager
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9255 TOWNE CENTRE DR STE 350, SAN DIEGO, CA 92121
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Anu K Pathria
Manager
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9255 TOWNE CENTRE DR STE 350, SAN DIEGO, CA 92121
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Grace Chui-Miller
Manager
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9255 TOWNE CENTRE DR STE 350, SAN DIEGO, CA 92121
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9255 TOWNE CENTRE DR STE 350, SAN DIEGO, CA 92121
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCORRELATION MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY22 / 23 Assets BOY/EOY$5,473,644 / $6,508,795 | 2023 | CORRELATION MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 22 / 23 | $5,473,644 / $6,508,795 |
| 2022 | Plan NameCORRELATION MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY24 / 22 Assets BOY/EOY$5,993,817 / $5,473,644 | 2022 | CORRELATION MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 24 / 22 | $5,993,817 / $5,473,644 |
| 2021 | Plan NameCORRELATION MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY24 / 24 Assets BOY/EOY$5,031,566 / $5,993,817 | 2021 | CORRELATION MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 24 / 24 | $5,031,566 / $5,993,817 |
| 2020 | Plan NameCORRELATION MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY23 / 24 Assets BOY/EOY$3,849,573 / $5,031,566 | 2020 | CORRELATION MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 23 / 24 | $3,849,573 / $5,031,566 |
| 2019 | Plan NameCORRELATION MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY22 / 23 Assets BOY/EOY$2,826,444 / $3,849,573 | 2019 | CORRELATION MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 22 / 23 | $2,826,444 / $3,849,573 |
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