Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHICKASAW CAPITAL MANAGEMENT, LLC
EIN 47-0921032investment managementLatest filing 2025
Plans
2
Retirement
2
$12.8M assets
Welfare
0
Participants
38
6075 POPLAR AVENUE, SUITE 720 - MEMPHIS, TN 38119901-537-1866chickasawcap.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.8M assets / 38 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
CHICKASAW CAPITAL MANAGEMENT, LLC 401(K) RETIREMENT PLAN
401k
Assets$11.7M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHICKASAW CAPITAL MANAGEMENT, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.1M
Participants18
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 | CHICKASAW CAPITAL MANAGEMENT, LLC 401(K) RETIREMENT PLAN | 401k | $11.7M | 20 | 2025 | |
| 002 | CHICKASAW CAPITAL MANAGEMENT, LLC CASH BALANCE PENSION PLAN | CashBalance | $1.1M | 18 | 2024 |
Retirement plans