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 | ISLAND ADVANTAGE REALTY, INC. CASH BALANCE PLAN | CashBalance | $875K | 12 | 2024 | |
| 001 | ISLAND ADVANTAGE REALTY, INC. PROFIT SHARING PLAN | ProfitSharing | $298K | 15 | 2024 |