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 | |
|---|---|---|---|---|---|---|
| 002 | NICHOLAS E. SHEROCK, JR. DO LLC CASH BALANCE PLAN | CashBalance | $2.2M | 11 | 2024 | |
| 001 | NICHOLAS E. SHEROCK, JR. DO LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $992K | 18 | 2024 |