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 | GREIMAN, ROME & GRIESMEYER 401(K) PLAN | 401k | $5.6M | 9 | 2025 | |
| 003 | GREIMAN, ROME & GRIESMEYER, LLC CASH BALANCE PLAN | CashBalance | $1.4M | 6 | 2025 |