Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
TraditionalDB
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VOLKOFF, MANYAK, WADE &CO. , LLP PROFIT SHARING 401(K) PLAN | 401k | $2.5M | 7 | 2025 | |
| 002 | VOLKOFF, MANYAK, WADE & CO. , LLP DEFINED BENEFIT PENSION PLAN | TraditionalDB | $536K | 3 | 2024 |