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Sponsor portfolio

CALLAHAN & BINKLEY, PLC

EIN 81-3611971-law practice-Latest filing 2024
Plans
2
Retirement
2
$606K assets
Welfare
0
Participants
11
321 E. SPRING STREET, SUITE 304 - COOKEVILLE, TN 38501931-650-3322callahanbinkley.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#002CashBalance-$501K - 6 part#001401k-$105K - 5 part

Retirement portfolio analytics

2 plans aggregated / $606K assets / 11 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • CASH BALANCE PLAN (#002)83%
  • BINKLEY, PLC 401(K) (#001)17%
Total $606KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)6
  • BINKLEY, PLC 401(K) (#001)5
Total 11Click 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#002

CALLAHAN BINKLEY, PLC CASH BALANCE PLAN

CashBalance

Assets$501K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CALLAHAN & BINKLEY, PLC 401(K) PLAN

401k

Assets$105K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CALLAHAN BINKLEY, PLC CASH BALANCE PLANCashBalance$501K62024
001CALLAHAN & BINKLEY, PLC 401(K) PLAN401k$105K52024
Retirement plans
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