Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
ESOP
TraditionalDB
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FAMILY TREE SERVICE, INC. RETIREMENT SAVINGS PLAN | ESOP | $46.6M | 136 | 2024 | |
| 003 | FAMILY TREE SERVICE, INC. DEFINED BENEFIT PLAN | TraditionalDB | $500K | 20 | 2024 |