Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BORNSTEIN & EMANUEL, P.C. CASH BALANCE PLAN | CashBalance | $3.5M | 5 | 2025 | |
| 001 | BORNSTEIN & EMANUEL, P.C. PROFIT SHARING PLAN | ProfitSharing | $580K | 5 | 2025 |