Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROSS ARONSTAM & MORITZ LLP 401K PROFIT SHARING PLAN | 401k | $15.2M | 28 | 2025 | |
| 002 | ROSS ARONSTAM & MORITZ LLP CASH BALANCE PENSION PLAN | CashBalance | $5.3M | 14 | 2024 |