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Sponsor portfolio

BOLING LAW FIRM

EIN 83-4358094-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$794K assets
Welfare
0
Participants
17
541 JULIA ST SUITE 300 - NEW ORLEANS, LA 70130504-569-5904
Plans on this EIN
2 filings
#002CashBalance-$648K - 7 part#001401k-$146K - 10 part

Retirement portfolio analytics

2 plans aggregated / $794K assets / 17 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • CASH BALANCE PENSION (#002)82%
  • FIRM RETIREMENT PLAN (#001)18%
Total $794KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FIRM RETIREMENT PLAN (#001)10
  • CASH BALANCE PENSION (#002)7
Total 17Click 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

BOLING LAW FIRM CASH BALANCE PENSION PLAN

CashBalance

Assets$648K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BOLING LAW FIRM RETIREMENT PLAN

401k

Assets$146K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BOLING LAW FIRM CASH BALANCE PENSION PLANCashBalance$648K72024
001BOLING LAW FIRM RETIREMENT PLAN401k$146K102024
Retirement plans
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