Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WESTCOAST ROOF CONSULTING, INC., CASH BALANCE PLAN | CashBalance | $2.9M | 24 | 2025 | |
| 001 | WESTCOAST ROOF CONSULTING, INC.401(K) PLAN | 401k | $2.0M | 22 | 2025 |