Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROBERTS ENGINEERING GROUP LLC PROFIT SHARING PLAN | 401k | $3.7M | 18 | 2025 | |
| 002 | ROBERTS ENGINEERING GROUP LLC CASH BALANCE PLAN | CashBalance | $2.5M | 10 | 2024 |