Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DANTES PARTNERS, LLC CASH BALANCE PLAN | CashBalance | $1.2M | 38 | 2024 | |
| 001 | DANTES PARTNERS, LLC 401(K) PLAN | 401k | $942K | 202 | 2024 |