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 | |
|---|---|---|---|---|---|---|
| 003 | SPERLING LAW OFFICES, LLC PROFIT SHARING 401K PLAN AND TRUST | 401k | $4.0M | 30 | 2025 | |
| 004 | SPERLING LAW OFFICES LLC CASH BALANCE DEFINED BENEFIT PENSION PLAN | CashBalance | $3.5M | 25 | 2024 |