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 | KURTZ-AHLERS, LLC CASH BALANCE PENSION PLAN | CashBalance | $963K | 3 | 2024 | |
| 001 | KURTZ AHLERS PROFIT SHARING PLAN | ProfitSharing | $425K | 3 | 2024 |