Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | TAX DEFERRED ANNUITY PLAN OF UNITED FAMILY AND CHILDREN'S SOCIETY | 401k | $2.0M | 9 | 2024 | |
| 002 | DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED FAMILY AND CHILDREN'S SOCIETY | ProfitSharing | $1.5M | 22 | 2024 |