Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
401k
ESOP
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | IRWIN BROH & ASSOCIATES, INC. 401(K) PLAN | 401k | $4.7M | 13 | 2025 | |
| 001 | IRWIN BROH & ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST | 401k | $820K | 13 | 2025 | |
| 002 | IRWIN BROH & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $165K | 12 | 2024 |