Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | H. W. HERRELL DISTRIBUTING CO. 401(K) PROFIT SHARING PLAN | 401k | $4.7M | 28 | 2024 | |
| 003 | H. W. HERRELL DISTRIBUTING COMPANY DEFINED BENEFIT PENSION PLAN | CashBalance | $3.1M | 32 | 2024 | |
| 004 | H. W. HERRELL DISTRIBUTING COMPANY UNION EMPLOYEES 401(K) PLAN | 401k | $754K | 14 | 2025 | |
| 005 | H. W. HERRELL DISTRIBUTING CO. UNION EMPLOYEES CASH BALANCE PLAN | CashBalance | $114K | 14 | 2024 |