Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | TALISMAN & DELORENZ PC CASH BALANCE PENSION PLAN | CashBalance | $3.4M | 5 | 2024 | |
| 002 | TALISMAN & DELORENZ PC 401(K) RETIREMENT PLAN | 401k | $2.4M | 11 | 2025 |