Assets by plan
Share of aggregate retirement assets
100%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BENDIN SUMRALL & LADNER, LLC 401K PLAN | 401k | $10.4M | 84 | 2025 | |
| 002 | BENDIN SUMRALL & LADNER, LLC CASH BALANCE PLAN | CashBalance | $34K | 4 | 2024 |