Assets by plan
Share of aggregate retirement assets
69%top
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHAZ H. ROBERTS LAW, LLC CASH BALANCE PLAN | CashBalance | $1.0M | 5 | 2025 | |
| 002 | CHAZ H. ROBERTS LAW, LLC 401(K) PLAN | 401k | $457K | 6 | 2025 |