Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
ESOP
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RICHARD BAUER & CO 401(K) PROFIT SHARING RETIREMENT PLAN | 401k | $1.3M | 5 | 2025 | |
| 003 | RICHARD BAUER & CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST | ESOP | $574K | 4 | 2024 |