Assets by plan
Share of aggregate retirement assets
Filings through .
Charles W. McMakin
EIN 45-5029624financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.9M assets
Health & Benefits
0
Participants
16
2052 ESTATES ROAD - BATON ROUGE, LA 70809225-772-2422altuswealthmgt.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 16 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
CHARLES W. MCMAKIN CASH BALANCE PENSION PLAN
Cash balance
Assets$2.8M
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
CHARLES W. MCMAKIN PROFIT SHARING PLAN
Profit-sharing
Assets$37K
Participants8
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 | CHARLES W. MCMAKIN CASH BALANCE PENSION PLAN | Cash balance | $2.8M | 8 | 2025 |
| #001 | CHARLES W. MCMAKIN PROFIT SHARING PLAN | Profit-sharing | $37K | 8 | 2025 |
- #002 · Cash balance · 20258
- #001 · Profit-sharing · 20258
Retirement plans