Assets by plan
Share of aggregate retirement assets
60%top
Share of aggregate retirement assets
Active + retired + deferred vested
ProfitSharing
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | POWELL & MAJESTRO, PLLC PROFIT SHARING PLAN & TRUST | ProfitSharing | $429K | 5 | 2024 | |
| 002 | POWELL & MAJESTRO, PLLC, CASH BALANCE PLAN | CashBalance | $281K | 4 | 2024 |