Sponsor portfolio
CHARLES GENOIS & CO., LLC
EIN 03-0551727insuranceLatest filing 2025
Plans
1
Retirement
1
$2.3M assets
Welfare
0
Participants
8
110 VETERANS MEMORIAL BOULEVARD,, SUITE 400 - METAIRIE, LA 700054901504-835-5900LinkedIn1-10 employeesinsurance
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | IMPERA WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN | 401k | $2.3M | 8 | 2025 |
Retirement plans