Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SERA H. RUSSELL, III, ATTORNEY AT LAW
EIN 72-1299105Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$804K assets
Welfare
0
Participants
8
P. O. BOX 53866 - LAFAYETTE, LA 705053866337-769-3260
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $804K assets / 8 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#002
SERA H. RUSSELL, III CASH BALANCE PLAN
CashBalance
Assets$510K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SERA H. RUSSELL, III PROFIT SHARING PLAN
401k
Assets$294K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SERA H. RUSSELL, III CASH BALANCE PLAN | CashBalance | $510K | 4 | 2024 | |
| 001 | SERA H. RUSSELL, III PROFIT SHARING PLAN | 401k | $294K | 4 | 2024 |
Retirement plans