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 | EXCELERATE CASH BALANCE PLAN | CashBalance | $971K | 6 | 2025 | |
| 001 | EXCELERATE, LLC 401(K) PLAN | 401k | $573K | 15 | 2025 |