Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
TraditionalDB
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JAMES J. MARSZALEK P.C. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $4.8M | 2 | 2025 | |
| 003 | JAMES J. MARSZALEK P.C. PROFIT SHARING 401K PLAN | ProfitSharing | $3.0M | 8 | 2025 |