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 | SALLY MORIN LAW FIRM CASH BALANCE PENSION PLAN & TRUST | CashBalance | $3.2M | 7 | 2025 | |
| 002 | SALLY MORIN LAW FIRM 401(K) PLAN | 401k | $1.4M | 7 | 2025 |