Assets by plan
Share of aggregate retirement assets
82%top
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BUTSCH ROBERTS & ASSOCIATES LLC CASH BALANCE PLAN | CashBalance | $1.5M | 2 | 2025 | |
| 001 | BUTSCH ROBERTS & ASSOCIATES, LLC | 401k | $328K | 3 | 2025 |