Assets by plan
Share of aggregate retirement assets
60%top
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TRADESMITHE, INC CASH BALANCE PLAN | CashBalance | $1.2M | 18 | 2025 | |
| 001 | TRADESMITHE INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $810K | 27 | 2024 |