Assets by plan
Share of aggregate retirement assets
60%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
MoneyPurchase
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHERMAN & GORDON P C 401(K) PROFIT SHARING PLAN & TRUST | 401k | $5.0M | 9 | 2025 | |
| 003 | SHERMAN & GORDON, P.C. MONEY PURCHASE PLAN | MoneyPurchase | $3.3M | 7 | 2024 |