Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
ProfitSharing
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ALBERT PEARLMAN, INC. PROFIT SHARING PLAN | ProfitSharing | $3.6M | 10 | 2025 | |
| 003 | ALBERT PEARLMAN, INC. CASH BALANCE PLAN | CashBalance | $2.7M | 10 | 2025 |