Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | LOUGHREN, LOUGHREN & LOUGHREN, P.C. PROFIT SHARING PLAN | 401k | $9.7M | 5 | 2024 | |
| 005 | LOUGHREN, LOUGHREN & LOUGHREN, P.C. CASH BALANCE PENSION PLAN | CashBalance | $4.8M | 5 | 2024 |