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 | |
|---|---|---|---|---|---|---|
| 001 | VISTA IP LAW GROUP LLP 401(K) PROFIT SHARING PLAN | 401k | $28.3M | 30 | 2024 | |
| 003 | VISTA IP LAW GROUP LLP SUCCESSOR CASH BALANCE PLAN | CashBalance | $6.0M | 17 | 2025 |