Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ANDREW SHUBIN ATTORNEY AT LAW, PC CASH BALANCE PENSION PLAN | CashBalance | $2.2M | 3 | 2024 | |
| 001 | ANDREW SHUBIN ATTORNEY AT LAW, PC 401(K) & PROFIT SHARING PLAN | 401k | $621K | 4 | 2025 |