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 | RICHARDSON OLIVER LAW GRP RETIREMENT TRUST | 401k | $7.5M | 5 | 2025 | |
| 003 | RICHARDSON OLIVER LAW GROUP, LLP CASH BALANCE PLAN | CashBalance | $1.4M | 6 | 2024 |