Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UNION SALES, INC. CASH BALANCE PLAN | CashBalance | $1.8M | 14 | 2024 | |
| 002 | UNION SALES, INC. RETIREMENT PLAN | ProfitSharing | $103K | 21 | 2024 |