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 | |
|---|---|---|---|---|---|---|
| 001 | CLIMATE ADVISERS INCORPORATED 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST | 401k | $4.0M | 26 | 2025 | |
| 002 | CLIMATE ADVISERS SUPPLEMENTAL RETIREMENT PLAN | CashBalance | $1.6M | 13 | 2025 |