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 | |
|---|---|---|---|---|---|---|
| 001 | SUSAN SCHWARM DBA WINCHESTER WEALTH ADVISORS CASH BALANCE PLAN | CashBalance | $1.4M | 5 | 2024 | |
| 002 | SUSAN SCHWARM DBA WINCHESTER WEALTH ADVISORS 401(K) PROFIT SHARING PLAN | 401k | $353K | 5 | 2024 |