Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
TraditionalDB
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MATTHEW FRASER, LLC 401(K) PLAN | 401k | $950K | 4 | 2024 | |
| 002 | MATTHEW FRASER, LLC DEFINED BENEFIT PLAN | TraditionalDB | $818K | 3 | 2024 |