Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | VAN KERREBROOK & ASSOCIATES, P.C. CASH BALANCE PLAN | CashBalance | $1.3M | 4 | 2025 | |
| 001 | VAN KERREBROOK & ASSOCIATES, PC 401(K) PLAN | 401k | $996K | 4 | 2024 |