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 | |
|---|---|---|---|---|---|---|
| 003 | NEW DIRECTIONS IN SALES, INC. CASH BALANCE PLAN | CashBalance | $2.7M | 7 | 2024 | |
| 001 | NEW DIRECTIONS IN SALES, INC. 401(K) PLAN | 401k | $2.3M | 10 | 2025 |