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 | WALZER & MELCHER LLP 401(K) PROFIT SHARING PLAN | 401k | $8.2M | 16 | 2025 | |
| 003 | WALZER, MELCHER & YODA, LLP CASH BALANCE PLAN | CashBalance | $3.2M | 17 | 2024 |