Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JOSHUA MOSES LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $561K | 3 | 2025 | |
| 002 | JOSHUA MOSES LLC CASH BALANCE PLAN | CashBalance | $334K | 3 | 2024 | |
| 003 | JOSHUA MOSES LLC PROFIT SHARING PLAN | ProfitSharing | $17K | 3 | 2025 |