Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LEE & LOW BOOKS 401(K) PROFIT SHARING PLAN | 401k | $3.8M | 31 | 2024 | |
| 003 | LEE & LOW BOOKS CASH BALANCE PLAN | CashBalance | $1.6M | 13 | 2024 |