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 | |
|---|---|---|---|---|---|---|
| 002 | WEISS AND COMPANY LLP PENSION TRUST | CashBalance | $1.5M | 8 | 2024 | |
| 001 | WEISS AND COMPANY LLP PROFIT SHARING PLAN | 401k | $359K | 8 | 2024 |