Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AKIVA GOLDMAN, P.C. CASH BALANCE PLAN | CashBalance | $2.9M | 28 | 2024 | |
| 001 | AKIVA GOLDMAN, P.C. 401(K) PLAN | 401k | $2.3M | 37 | 2024 |