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 | |
|---|---|---|---|---|---|---|
| 001 | BAILLY & MCMILLAN, LLP 401(K) PROFIT SHARING PLAN | 401k | $2.7M | 7 | 2024 | |
| 002 | BAILLY & MCMILLAN, LLP PENSION PLAN | CashBalance | $358K | 7 | 2024 |