Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARVER, DARDEN, KORETZKY, TESSIER, FINN, BLOSSMAN & AREAUS, L.L.C.
EIN 72-1259996law practiceLatest filing 2024
Plans
3
Retirement
3
$38.6M assets
Welfare
0
Participants
134
1100 POYDRAS STREET, SUITE 3100 - NEW ORLEANS, LA 70163504-585-3818carverdarden.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $38.6M assets / 134 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
CARVER, DARDEN, KORETZKY, TESSIER, FINN, BLOSSMAN & AREAUX, L.L.C. 401(K) PLAN
401k
Assets$25.1M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
CARVER, DARDEN, KORETZKY, TESSIER, FINN, BLOSSMAN & AREAUX, L.L.C. CASH BALANCE PLAN
CashBalance
Assets$7.1M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CARVER, DARDEN, KORETZKY, TESSIER, FINN, BLOSSMAN & AREAUX, L.L.C. ASSOCIATES PLAN
401k
Assets$6.4M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARVER, DARDEN, KORETZKY, TESSIER, FINN, BLOSSMAN & AREAUX, L.L.C. 401(K) PLAN | 401k | $25.1M | 65 | 2024 | |
| 004 | CARVER, DARDEN, KORETZKY, TESSIER, FINN, BLOSSMAN & AREAUX, L.L.C. CASH BALANCE PLAN | CashBalance | $7.1M | 36 | 2024 | |
| 002 | CARVER, DARDEN, KORETZKY, TESSIER, FINN, BLOSSMAN & AREAUX, L.L.C. ASSOCIATES PLAN | 401k | $6.4M | 33 | 2024 |
Retirement plans