Assets by plan
Share of aggregate retirement assets
89%top
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
CashBalance
Fully Insured - COMMUNITY INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MDK 401K PLAN | 401k | $37.0M | 468 | 2024 | |
| 002 | MANLEY, DEAS & KOCHALSKI, LLC CASH BALANCE PLAN | CashBalance | $4.8M | 251 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE MANLEY LAW FIRM LLC EMPLOYEE BENEFITS PLAN | Fully Insured | COMMUNITY INSURANCE COMPANY | $2.3M | 290 | 2025 |