Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROOSEVELT CHILDREN'S ACADEMY CHARTER SCHOOL 401(K) PLAN | 401k | $4.4M | 153 | 2024 | |
| 002 | ROOSEVELT CHILDREN'S ACADEMY CHARTER SCHOOL CASH BALANCE PLAN | CashBalance | $3.6M | 100 | 2025 |