Assets by plan
Share of aggregate retirement assets
80%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | HARRIS ALTMAN PC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $7.8M | 19 | 2025 | |
| 006 | HARRIS ALTMAN PC CASH BALANCE PLAN | CashBalance | $1.9M | 21 | 2025 |