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 | |
|---|---|---|---|---|---|---|
| 003 | MALOOF & BROWNE, LLC DEFINED BENEFIT PLAN | CashBalance | $1.8M | 3 | 2024 | |
| 002 | MALOOF & BROWNE RETIREMENT TRUST | 401k | $97K | 3 | 2025 |