Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
Self Funded
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | A & A MANAGEMENT GROUP, LLC CASH BALANCE PENSION PLAN | CashBalance | $350K | 3 | 2024 | |
| 001 | A&A MANAGEMENT GROUP 401K AND PROFIT SHARING PLAN | 401k | $116K | 9 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | A&A MANAGEMENT GROUP SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |