Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BURROUGHS-KEASLER INVESTMENT PARTNERS
EIN 32-0285756Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
9
7213 NOAH REID RD., SUITE 101 - CHATTANOOGA, TN 37421423-305-7750burroughskeasler.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 9 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#002
BURROUGHS-KEASLER INVESTMENT PARTNERS CASH BALANCE PENSION PLAN
CashBalance
Assets$2.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BURROUGHS-KEASLER INVESTMENTS PARTNERS 401(K) PLAN
401k
Assets$616K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BURROUGHS-KEASLER INVESTMENT PARTNERS CASH BALANCE PENSION PLAN | CashBalance | $2.4M | 4 | 2024 | |
| 001 | BURROUGHS-KEASLER INVESTMENTS PARTNERS 401(K) PLAN | 401k | $616K | 5 | 2024 |
Retirement plans