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 | |
|---|---|---|---|---|---|---|
| 002 | MICHAEL E. MARION & ASSOCIATES CASH BALANCE PENSION PLAN | CashBalance | $2.5M | 6 | 2024 | |
| 001 | MICHAEL E. MARION & ASSOCIATES 401(K) PROFIT SHARING PLAN | 401k | $1.7M | 8 | 2024 |