Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
TraditionalDB
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WEALTH ADVISORS, LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.3M | 11 | 2025 | |
| 001 | WEALTH, TAX AND INSURANCE ADVISORS, LLC 401(K) PLAN | 401k | $385K | 12 | 2025 |