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 | VELIZ COMPANY, LLC 401(K) PLAN | 401k | $2.0M | 22 | 2025 | |
| 002 | VELIZ COMPANY, LLC CASH BALANCE PLAN | CashBalance | $658K | 19 | 2025 |