Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$34.0M
Filings through .
2 plans aggregated / $34.0M assets / 98 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.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HUGHES SOCOL PIERS RESNICK & DYM, LTD. SALARY SAVINGS PROFIT SHARING PLAN AND TRUST | 401(k) | $34.0M | 96 | 2025 |
| #002 | HUGHES SOCOL PIERS RESNICK DYM, LTD. CASH BALANCE PENSION PLAN & TRUST | Cash balance | $13K | 2 | 2024 |