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  2. WALTERS, THOMAS, CULLENS, LLC
Sponsor portfolio

WALTERS, THOMAS, CULLENS, LLC

EIN 27-0368199-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
38
12345 PERKINS ROAD - BATON ROUGE, LA 70810225-236-3636
Plans on this EIN
2 filings
#001401k-$5.3M - 20 part#002CashBalance-$1.3M - 18 part

Retirement portfolio analytics

2 plans aggregated / $6.7M assets / 38 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • LLC 401K PLAN (#001)80%
  • CASH BALANCE PLAN (#002)20%
Total $6.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC 401K PLAN (#001)20
  • CASH BALANCE PLAN (#002)18
Total 38Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WALTERS, THOMAS, CULLENS LLC 401K PLAN

401k

Assets$5.3M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WALTERS, THOMAS, CULLENS, LLC CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WALTERS, THOMAS, CULLENS LLC 401K PLAN401k$5.3M202024
002WALTERS, THOMAS, CULLENS, LLC CASH BALANCE PLANCashBalance$1.3M182024
Retirement plans
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