Assets by plan
Share of aggregate retirement assets
60%top
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROBERT COSTAS, LTD. CASH BALANCE PLAN & TRUST | CashBalance | $3.2M | 3 | 2024 | |
| 002 | ROBERT COSTAS, LTD. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $2.1M | 3 | 2025 |