Assets by plan
Share of aggregate retirement assets
64%top
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JOSEPH D'AREZZO INC., CASH BALANCE PLAN & TRUST | CashBalance | $1.4M | 5 | 2025 | |
| 002 | JOSEPH D'AREZZO INC. 401(K)PROFIT SHARING PLAN & TRUST | ProfitSharing | $793K | 4 | 2025 |