Assets by plan
Share of aggregate retirement assets
70%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HERITAGE ENVIRONMENTAL CONSULTANTS, LLC 401K PLAN | 401k | $1.1M | 7 | 2024 | |
| 002 | HERITAGE ENVIRONMENTAL CONSULTANTS, LLC CASH BALANCE PLAN | CashBalance | $451K | 6 | 2024 |