Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
MoneyPurchase
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MCPHILLIPS, FITZGERALD AND CULLUM LLP PROFIT SHARING 401K PLAN | 401k | $5.5M | 42 | 2025 | |
| 001 | MCPHILLIPS FITZGERALD & CULLUM FROZEN PENSION PLAN | MoneyPurchase | $598K | 10 | 2025 |