Assets by plan
Share of aggregate retirement assets
64%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WELTCHEK, MALLAHAN & WELTCHEK, LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $4.3M | 7 | 2025 | |
| 002 | WELTCHEK, MALLAHAN & WELTCHEK, LLC CASH BALANCE PLAN | CashBalance | $2.4M | 3 | 2024 |