Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
Self Funded
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KLJ VENTURES, INC. CASH BALANCE PLAN | CashBalance | $5.6M | 7 | 2025 | |
| 003 | KLJ VENTURES, INC. 401(K) PROFIT SHARING PLAN | 401k | $1.4M | 9 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | KLJ VENTURES, INC. CASH BALANCE PLAN | Self Funded | - | $0 | 0 | 2025 |