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  2. DR. MICHAEL SCOTT BOND, DR. GWENDOLYN DENISE CORBETT AND
Sponsor portfolio

DR. MICHAEL SCOTT BOND, DR. GWENDOLYN DENISE CORBETT AND

EIN 72-1480708-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$10.0M assets
Welfare
0
Participants
77
9804 BLUEBONNET BLVD., SUITE B - BATON ROUGE, LA 70810225-766-3061
Plans on this EIN
2 filings
#001401k-$7.2M - 64 part#002CashBalance-$2.8M - 13 part

Retirement portfolio analytics

2 plans aggregated / $10.0M assets / 77 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • PLAN & TRUST (#001)72%
  • PLAN & TRUST (#002)28%
Total $10.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)64
  • PLAN & TRUST (#002)13
Total 77Click 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

GEAUX ENDO PEDO RETIREMENT PLAN & TRUST

401k

Assets$7.2M
Participants64
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

GEAUX ENDO PEDO DEFINED BENEFIT CASH BALANCE PLAN & TRUST

CashBalance

Assets$2.8M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GEAUX ENDO PEDO RETIREMENT PLAN & TRUST401k$7.2M642024
002GEAUX ENDO PEDO DEFINED BENEFIT CASH BALANCE PLAN & TRUSTCashBalance$2.8M132024
Retirement plans
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