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Sponsor portfolio

THE BURKETT LAW FIRM, P.L.L.C.

EIN 74-3015119-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$970K assets
Welfare
0
Participants
24
538 S. TANCAHUA ST - CORPUS CHRISTI, TX 78401361-882-8822
Plans on this EIN
2 filings
#005CashBalance-$853K - 11 part#004401k-$117K - 13 part

Retirement portfolio analytics

2 plans aggregated / $970K assets / 24 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • CASH BALANCE PLAN (#005)88%
  • PLLC RETIREMENT PLAN (#004)12%
Total $970KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLLC RETIREMENT PLAN (#004)13
  • CASH BALANCE PLAN (#005)11
Total 24Click 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#005

THE BURKETT LAW FIRM PLLC CASH BALANCE PLAN

CashBalance

Assets$853K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

THE BURKETT LAW FIRM PLLC RETIREMENT PLAN

401k

Assets$117K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005THE BURKETT LAW FIRM PLLC CASH BALANCE PLANCashBalance$853K112025
004THE BURKETT LAW FIRM PLLC RETIREMENT PLAN401k$117K132025
Retirement plans
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