Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HYMEL DAVIS & PETERSEN, LLC
EIN 11-3764620law practiceLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
12
10602 COURSEY BLVD. - BATON ROUGE, LA 70816225-298-8118hymeldavis.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 12 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#001
HYMEL DAVIS & PETERSEN CASH BALANCE PENSION PLAN
CashBalance
Assets$1.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HYMEL DAVIS & PETERSEN, LLC 401(K) PLAN
401k
Assets$548K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HYMEL DAVIS & PETERSEN CASH BALANCE PENSION PLAN | CashBalance | $1.2M | 3 | 2024 | |
| 002 | HYMEL DAVIS & PETERSEN, LLC 401(K) PLAN | 401k | $548K | 9 | 2024 |
Retirement plans