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 | |
|---|---|---|---|---|---|---|
| 001 | HEYMANN, MANDERS, GREEN & SOMMER, LLC 401(K) PLAN | 401k | $9.2M | 52 | 2025 | |
| 002 | HEYMANN, MANDERS, GREEN & SOMMER, LLC PROFIT SHARING PLAN | ProfitSharing | $200K | 55 | 2024 |