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 | |
|---|---|---|---|---|---|---|
| 002 | PASRICHA & PATEL, LLC 401(K) PROFIT SHARING PLAN | 401k | $3.9M | 23 | 2024 | |
| 003 | PASRICHA & PATEL, LLC CASH BALANCE PENSION PLAN | CashBalance | $625K | 13 | 2024 |