Assets by plan
Share of aggregate retirement assets
93%top
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | RALPH A. SCHWARTZ PC CASH BALANCE PLAN | CashBalance | $446K | 7 | 2025 | |
| 002 | RALPH A. SCHWARTZ PC PROFIT SHARING PLAN & TRUST | ProfitSharing | $33K | 7 | 2025 |