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 | FENIMORE KAY & HARRISON LLP 401(K) PLAN | 401k | $7.7M | 21 | 2024 | |
| 003 | FENIMORE KAY HARRISON, LLP CASH BALANCE PLAN | CashBalance | $1.9M | 14 | 2024 |