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 | HOWARD WILSON TAYLOR, LLC 401(K) RETIREMENT PLAN | 401k | $114K | 4 | 2025 | |
| 002 | HOWARD WILSON TAYLOR, LLC CASH BALANCE PLAN | CashBalance | $70K | 3 | 2024 |