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 | HANNUM FERETIC PRENDERGAST & MERLINO, LLC 401(K) PROFIT SHARING PLAN | 401k | $17.0M | 72 | 2024 | |
| 003 | HANNUM FERETIC PRENDERGAST & MERLINO , LLC CASH BALANCE PLAN | CashBalance | $2.8M | 44 | 2024 |