Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | WEST WIND CONSULTING, INC. CASH BALANCE PLAN | CashBalance | $736K | 6 | 2025 | |
| 002 | WEST WIND CONSULTING INC. PROFIT SHARING PLAN | ProfitSharing | $130K | 7 | 2025 |