Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TATUM BROWN CLASSIC HOME, LP
EIN 20-1555164ConstructionLatest filing 2025
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
52
3838 OAK LAWN AVE #1520 - DALLAS, TX 75219214-361-4877
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.7M assets / 52 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
TATUM BROWN CLASSIC HOME, LP RETIREMENT TRUST
401k
Assets$3.3M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TATUM BROWN CLASSIC HOME, LP CASH BALANCE PLAN
CashBalance
Assets$2.4M
Participants22
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 | TATUM BROWN CLASSIC HOME, LP RETIREMENT TRUST | 401k | $3.3M | 30 | 2025 | |
| 002 | TATUM BROWN CLASSIC HOME, LP CASH BALANCE PLAN | CashBalance | $2.4M | 22 | 2025 |
Retirement plans