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 | |
|---|---|---|---|---|---|---|
| 001 | GARDNER, WEISS & ROSENBLUM, LLP 401(K) AND PROFIT SHARING PLAN | 401k | $5.3M | 7 | 2025 | |
| 002 | GARDNER WEISS & ROSENBLUM LLP CASH BALANCE PENSION PLAN | CashBalance | $1.2M | 3 | 2025 |