Assets by plan
Share of aggregate retirement assets
96%top
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TOTAL REWARDS STRATEGIES, LLC CASH BALANCE PLAN AND TRUST | CashBalance | $1.5M | 2 | 2025 | |
| 002 | TOTAL REWARDS STRATEGIES, LLC PROFIT SHARING PLAN AND TRUST | 401k | $59K | 2 | 2025 |