Assets by plan
Share of aggregate retirement assets
Filings through .
Burroughs-Keasler Investment Partners
EIN 32-0285756Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Health & Benefits
0
Participants
8
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 / $3.6M assets / 8 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
BURROUGHS-KEASLER INVESTMENT PARTNERS CASH BALANCE PENSION PLAN
Cash balance
Assets$2.9M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
BURROUGHS-KEASLER INVESTMENTS PARTNERS 401(K) PLAN
401(k)
Assets$717K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | BURROUGHS-KEASLER INVESTMENT PARTNERS CASH BALANCE PENSION PLAN | Cash balance | $2.9M | 4 | 2025 |
| #001 | BURROUGHS-KEASLER INVESTMENTS PARTNERS 401(K) PLAN | 401(k) | $717K | 4 | 2025 |
- #002 · Cash balance · 20254
- #001 · 401(k) · 20254
Retirement plans