Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JEFFREY R. LESSIN & ASSOCIATES, P.C. CASH BALANCE PENSION PLAN | CashBalance | $2.0M | 11 | 2024 | |
| 001 | JEFFREY R. LESSIN & ASSOCIATES, P.C. 401(K) PLAN | 401k | $356K | 16 | 2025 |