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Sponsor portfolio

BURNS CHAREST LLP

EIN 47-3434455-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
95
201 SAINT CHARLES AVENUE, SUITE 2900 - NEW ORLEANS, LA 70170469-904-4550
Plans on this EIN
2 filings
#001401k-$4.4M - 79 part#002CashBalance-$471K - 16 part

Retirement portfolio analytics

2 plans aggregated / $4.8M assets / 95 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • BURNS CHAREST 401(K) (#001)90%
  • CASH BALANCE PENSION (#002)10%
Total $4.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BURNS CHAREST 401(K) (#001)79
  • CASH BALANCE PENSION (#002)16
Total 95Click 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

BURNS CHAREST 401(K) PLAN

401k

Assets$4.4M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BURNS CHAREST CASH BALANCE PENSION PLAN

CashBalance

Assets$471K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BURNS CHAREST 401(K) PLAN401k$4.4M792025
002BURNS CHAREST CASH BALANCE PENSION PLANCashBalance$471K162024
Retirement plans
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