How big is Legato Capital Management LLC's plan?

Legato Capital Management LLC's plan reported $1.4M in assets and 5 participants for 2024.

Original filing (PDF)20251028143308NAL0009969536001

Legato Capital Management LLC

Name: Legato Capital Management LLC — Legato Capital, Form 5500 (2024)
Creator: Legato Capital Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legato Capital Management LLC 401(k) Plan

401(k) retirement plan · Legato Capital Management LLC's Legato Capital Management LLC 401(k) Plan held $1.4M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Aaron Paule signed Legato Capital Management LLC's 2024 Form 5500 as plan administrator.

Aaron Paule — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Legato Capital Management LLC's EIN is 65-1217949.

EIN 65-1217949

Plan number 001

Plan year 2024

ACK ID 20251028143308NAL0009969536001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Legato Capital Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Legato Capital Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEGATO CAPITAL MANAGEMENT LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

LEGATO CAPITAL MANAGEMENT LLC

EIN

all filings

Address

111 PINE STREET SUITE 1700 · SAN FRANCISCO, CA · 94111

Phone

(415) 821-8582

Industry

Finance & Insurance

Plan administrator