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 | MCQUILLING PARTNERS, INC. 401(K) PROFIT SHARING PLAN | 401k | $24.3M | 69 | 2024 | |
| 004 | MCQUILLING BROKERAGE PARTNERS, INC. CASH BALANCE PLAN | CashBalance | $10.6M | 51 | 2024 |