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 | THE RETREAT RETIREMENT PLAN | 401k | $3.6M | 88 | 2025 | |
| 002 | THE RETREAT CASH BALANCE PLAN | CashBalance | $1.6M | 27 | 2025 |