Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $674K assets / 8 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | RISK TREE DEFINED BENEFIT PLAN | Traditional DB | $375K | 3 | 2025 |
| #001 | RISK TREE SERVICE 401(K) PLAN | 401(k) | $299K | 5 | 2025 |