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 | NEWLAND & NEWLAND LLP 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $5.1M | 14 | 2025 | |
| 002 | NEWLAND & NEWLAND LLP CASH BALANCE PLAN | CashBalance | $387K | 10 | 2025 |