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 | MILLER & ZOIS CASH BALANCE PLAN | CashBalance | $3.5M | 14 | 2025 | |
| 001 | MILLER & ZOIS 401(K) PROFIT SHARING PLAN | 401k | $1.6M | 13 | 2025 |