Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JAMES L. HOWARD & COMPANY, INC. PROFIT SHARING PLAN | 401k | $5.4M | 19 | 2025 | |
| 003 | JAMES L. HOWARD & COMPANY, INC. CASH BALANCE PLAN | CashBalance | $1.3M | 18 | 2025 |