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 | |
|---|---|---|---|---|---|---|
| 002 | TAYLOR ANDERSON, LLP 401(K) PROFIT SHARING PLAN | 401k | $10.8M | 86 | 2024 | |
| 001 | TAYLOR & ANDERSON, LLP CASH BALANCE PLAN | CashBalance | $3.7M | 67 | 2024 |