Assets by plan
Share of aggregate retirement assets
80%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WALTERS, THOMAS, CULLENS LLC 401K PLAN | 401k | $5.3M | 20 | 2024 | |
| 002 | WALTERS, THOMAS, CULLENS, LLC CASH BALANCE PLAN | CashBalance | $1.3M | 18 | 2024 |