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 | CASE CONCEPTS INTERNATIONAL, LLC PROFIT SHARING PLAN | 401k | $1.9M | 14 | 2025 | |
| 003 | CASE CONCEPTS INTERNATIONAL, LLC CASH BALANCE PENSION TRUST | CashBalance | $1.7M | 6 | 2025 |