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 | COOPER & KIRK, PLLC 401(K) PROFIT SHARING PLAN | 401k | $18.3M | 41 | 2025 | |
| 002 | COOPER & KIRK, PLLC CASH BALANCE PENSION PLAN | CashBalance | $4.4M | 15 | 2025 |