Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GREGORY, DOYLE, CALHOUN & ROGERS, LLC 401(K) PROFIT SHARING PLAN | 401k | $9.0M | 25 | 2025 | |
| 002 | GREGORY, DOYLE, CALHOUN & ROGERS, LLC PROFESSIONALS 401(K) PLAN | 401k | $3.9M | 41 | 2025 |