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 | MEUNIER CARLIN & CURFMAN, LLC 401(K) PLAN | 401k | $21.6M | 134 | 2024 | |
| 002 | MEUNIER CARLIN & CURFMAN, LLC CASH BALANCE PLAN | CashBalance | $626K | 87 | 2025 |