Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
TraditionalDB
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEX ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.0M | 39 | 2025 | |
| 002 | LEX ASSOCIATES, INC. DEFINED BENEFIT PLAN | TraditionalDB | $626K | 33 | 2024 | |
| 003 | LEX ASSOCIATES, INC. PROFIT SHARING PLAN 2 | ProfitSharing | $268K | 28 | 2024 |