Assets by plan
Share of aggregate retirement assets
63%top
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KHEE & JID TRADING CASH BALANCE PENSION PLAN & TRUST | CashBalance | $536K | 19 | 2024 | |
| 001 | KHEE & JID TRADING PROFIT SHARING PLAN & TRUST | ProfitSharing | $314K | 21 | 2024 |