Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
ProfitSharing
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 009 | COTSIRILOS, TIGHE, STREICKER, POULOS & CAMPBELL, LTD. PROFIT SHARING PLAN | ProfitSharing | $16.0M | 13 | 2024 | |
| 010 | COTSIRILOS, POULOS & CAMPBELL, LTD. CASH BALANCE PLAN | CashBalance | $978K | 8 | 2025 |