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 | |
|---|---|---|---|---|---|---|
| 001 | LIPTON LAW CENTER, P.C. 401(K) PROFIT SHARING PLAN | 401k | $12.4M | 32 | 2025 | |
| 003 | LIPTON LAW CENTER, P.C. CASH BALANCE PLAN | CashBalance | $5.2M | 28 | 2025 |