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 | SIGHTS AND SOUL TRAVELS 401(K) PROFIT SHARING PLAN | 401k | $782K | 12 | 2025 | |
| 002 | SIGHTS AND SOUL TRAVELS LLC CASH BALANCE PLAN | CashBalance | $341K | 2 | 2025 |