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 | BARTON LLP 401(K) EMPLOYEE SAVINGS PLAN | 401k | $6.7M | 51 | 2025 | |
| 004 | BARTON LLP PENSION PLAN | CashBalance | $3.2M | 25 | 2025 |