Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHARLES W. MCMAKIN
EIN 45-5029624financial servicesLatest filing 2024
Plans
2
Retirement
2
$9.8M assets
Welfare
0
Participants
22
4208 BLUEBONNET BLVD. - BATON ROUGE, LA 70809225-201-9300altuswealthmgt.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.8M assets / 22 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
ALTUS WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$7.3M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
CHARLES W. MCMAKIN CASH BALANCE PENSION PLAN
CashBalance
Assets$2.5M
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 | ALTUS WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | 401k | $7.3M | 16 | 2024 | |
| 002 | CHARLES W. MCMAKIN CASH BALANCE PENSION PLAN | CashBalance | $2.5M | 6 | 2024 |
Retirement plans