Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
ProfitSharing
Self Funded
Self Funded
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MEYER, OLSON, LOWY & MEYERS, LLP 401(K) PLAN | 401k | $12.3M | 60 | 2025 | |
| 002 | MEYER, OLSON, LOWY AND MEYERS, LLP CASH BALANCE PLAN | CashBalance | $6.0M | 34 | 2024 | |
| 003 | MEYER, OLSON, LOWY & MEYERS, LLP PROFIT SHARING PLAN | ProfitSharing | $1.4M | 34 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | MEYER, OLSON, LOWY & MEYERS, LLP 401(K) PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 003 | MEYER, OLSON, LOWY & MEYERS, LLP PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2024 |