Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE BLOOM PARHAM, LLP 401(K) PLAN | 401k | $3.2M | 23 | 2025 | |
| 002 | THE BLOOM PARHAM, LLP CASH BALANCE PLAN | CashBalance | $886K | 7 | 2024 | |
| 003 | THE BLOOM PARHAM, LLP PROFIT SHARING PLAN | ProfitSharing | $572K | 19 | 2025 |