Assets by plan
Share of aggregate retirement assets
67%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
TraditionalDB
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KLEIN DUB & HOLLEB, LTD., PROFIT SHARING PLAN & TR | 401k | $528K | 3 | 2024 | |
| 005 | KLEIN, PAULL, HOLLEB & JACOBS, LTD. CASH BALANCE PENSION PLAN & TRUST | TraditionalDB | $258K | 2 | 2024 |