Correlation Management, LLC

California
Registered In
04/13/2006
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

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.

Overview

Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Out of State
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Delaware
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People

Registered Agents Inc Registered 1505 Agent
1401 21ST ST STE R, SACRAMENTO, CA 95811
David E Coats CEO
9255 TOWNE CENTRE DR STE 350, SAN DIEGO, CA 92121
Trevor K Kienzle Manager
9255 TOWNE CENTRE DR STE 350, SAN DIEGO, CA 92121
David E Coats Manager
9255 TOWNE CENTRE DR STE 350, SAN DIEGO, CA 92121
Anu K Pathria Manager
9255 TOWNE CENTRE DR STE 350, SAN DIEGO, CA 92121
Grace Chui-Miller Manager
9255 TOWNE CENTRE DR STE 350, SAN DIEGO, CA 92121
Showing current associates only (6 of 10 total associates). Create a free account to see the full associate history

Map & Locations

9255 TOWNE CENTRE DR STE 350, SAN DIEGO, CA 92121 View Map

Financials

Financial Information for Correlation Management, LLC

Form 5500

CORRELATION MANAGEMENT, LLC

9255 Towne Center Drive, Suite 350, San Diego, Ca 92121 (858) 412-8500 EIN:20-4584639 Plan Admin:Grace Chui-Miller
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
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor
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