Assets by plan
Share of aggregate retirement assets
- L. C. 401(K) (#001)$36.9M
Filings through .
3 plans aggregated / $51.1M assets / 138 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
401(k)
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CARVER, DARDEN, KORETZKY, TESSIER, FINN, BLOSSMAN & AREAUX, L. L. C. 401(K) PLAN | 401(k) | $36.9M | 72 | 2025 |
| #004 | CARVER, DARDEN, KORETZKY, TESSIER, FINN, BLOSSMAN & AREAUX, L.L.C. CASH BALANCE PLAN | Cash balance | $7.1M | 36 | 2024 |
| #002 | CARVER, DARDEN, KORETZKY, TESSIER, FINN, BLOSSMAN | 401(k) | $7.1M | 30 | 2025 |