Assets by plan
Share of aggregate retirement assets
58%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MARCUS & BOXERMAN 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.3M | 3 | 2025 | |
| 002 | MARCUS & BOXERMAN CASH BALANCE PLAN & TRUST | CashBalance | $932K | 2 | 2025 |