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Sponsor portfolio

WARREN & BAKER, LLC

EIN 47-3333612-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
8
401 EDWARD STREET, SUITE 2010 - SHREVEPORT, LA 71101318-588-8000
Plans on this EIN
2 filings
#001CashBalance-$961K - 5 part#002401k-$55K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.0M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • LLC CB PLAN (#001)95%
  • BAKER, LLC 401(K) (#002)5%
Total $1.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC CB PLAN (#001)5
  • BAKER, LLC 401(K) (#002)3
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WARREN & BAKER, LLC CB PLAN

CashBalance

Assets$961K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WARREN & BAKER, LLC 401(K) PLAN

401k

Assets$55K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WARREN & BAKER, LLC CB PLANCashBalance$961K52024
002WARREN & BAKER, LLC 401(K) PLAN401k$55K32024
Retirement plans
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