Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
ESOP
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TATA & HOWARD, INC. 401(K) PLAN | 401k | $8.7M | 72 | 2025 | |
| 002 | TATA & HOWARD, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $6.2M | 74 | 2024 |