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 | BROT GROSS FISHBEIN, LLP 401(K) PROFIT SHARING PLAN | 401k | $4.5M | 31 | 2025 | |
| 002 | BROT GROSS FISHBEIN, LLP CASH BALANCE PLAN | CashBalance | $789K | 0 | 2024 |