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 | |
|---|---|---|---|---|---|---|
| 001 | DESIGN PROFESSIONALS INSURANCE BROKERAGE CASH BALANCE PLAN | CashBalance | $273K | 2 | 2025 | |
| 002 | DESIGN PROFESSIONALS INSURANCE BROKERAGE 401(K) PLAN | 401k | $206K | 2 | 2025 |