Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $77.9M assets / 222 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | KETCHUM & WALTON EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $70.5M | 100 | 2025 |
| #005 | KETCHUM & WALTON 401(K) PLAN | 401(k) | $7.5M | 122 | 2025 |