Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CONNICK AND CONNICK, LLC
EIN 94-3429585legal servicesLatest filing 2024
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
37
3421 N. CAUSEWAY BOULEVARD, SUITE 408 - METAIRIE, LA 70002504-838-8777connicklaw.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.1M assets / 37 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#001
CONNICK AND CONNICK, LLC PROFIT SHARING PLAN
401k
Assets$4.4M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CONNICK AND CONNICK, LLC CASH BALANCE PLAN
CashBalance
Assets$703K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONNICK AND CONNICK, LLC PROFIT SHARING PLAN | 401k | $4.4M | 20 | 2024 | |
| 002 | CONNICK AND CONNICK, LLC CASH BALANCE PLAN | CashBalance | $703K | 17 | 2024 |
Retirement plans