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 | SCHIRMER INSURANCE GROUP, LLC 401(K) PROFIT SHARING PLAN | 401k | $868K | 23 | 2024 | |
| 002 | SCHIRMER INSURANCE GROUP, LLC CASH BALANCE PLAN | CashBalance | $798K | 17 | 2024 |