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 | |
|---|---|---|---|---|---|---|
| 001 | TRIAD CAPITAL GROUP, LLC CASH BALANCE PLAN | CashBalance | $314K | 4 | 2024 | |
| 002 | EVENMIX 401(K) PLAN | 401k | $20K | 16 | 2025 |