Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
ProfitSharing
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | FIDELITY DEFINED CONTRIBUTION RETIREMENT PLAN | ProfitSharing | $1.8M | 14 | 2024 | |
| 001 | OPPENHEIMER FUNDS MASTER KEOUGH PLAN | 401k | $843K | 1 | 2024 |