Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COMMERCIAL BUILDING CONSULTANTS, LLC 401(K) PLAN | 401k | $650K | 3 | 2025 | |
| 001 | COMMERCIAL BUILDING CONSULTANTS, LLC CASH BALANCE PLAN | CashBalance | $436K | 5 | 2024 |