Assets by plan
Share of aggregate retirement assets
57%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PHILLIPS NIZER LLP 401(K) SAVINGS PLAN | 401k | $23.5M | 106 | 2025 | |
| 001 | PHILLIPS NIZER LLP EMPLOYEES RETIREMENT PLAN AND TRUST | ProfitSharing | $17.9M | 70 | 2024 |