Assets by plan
Share of aggregate retirement assets
69%top
Sponsor portfolio
CHAZ H. ROBERTS LAW, LLC
EIN 27-2272323legal servicesLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
11
100 MAGNATE DR. - LAFAYETTE, LA 70508337-504-3202chazrobertslaw.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 11 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
CHAZ H. ROBERTS LAW, LLC CASH BALANCE PLAN
CashBalance
Assets$1.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHAZ H. ROBERTS LAW, LLC 401(K) PLAN
401k
Assets$457K
Participants6
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 | CHAZ H. ROBERTS LAW, LLC CASH BALANCE PLAN | CashBalance | $1.0M | 5 | 2025 | |
| 002 | CHAZ H. ROBERTS LAW, LLC 401(K) PLAN | 401k | $457K | 6 | 2025 |
Retirement plans