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 | CAPITOL COUNSEL, LLC EMPLOYEE SAVINGS PLAN | 401k | $16.2M | 55 | 2025 | |
| 002 | CAPITOL COUNSEL, LLC CASH BALANCE PLAN | CashBalance | $8.0M | 35 | 2024 |