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 | |
|---|---|---|---|---|---|---|
| 002 | BEN F. WINDHAM, P.C. CASH BALANCE PENSION PLAN | CashBalance | $587K | 4 | 2024 | |
| 001 | BEN F. WINDHAM, P.C. 401(K) PLAN | 401k | $487K | 7 | 2025 |