Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LANCIANO & ASSOCIATES, L.L.C. 401(K) PLAN | 401k | $6.8M | 9 | 2025 | |
| 002 | LANCIANO & ASSOCIATES, LLC CASH BALANCE PLAN | CashBalance | $858K | 8 | 2025 |