Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CUSTOM COMPOUNDING CASH BALANCE PLAN | CashBalance | $1.1M | 3 | 2025 | |
| 001 | CUSTOM COMPOUNDING 401(K) SAVINGS PLAN | ProfitSharing | $562K | 3 | 2025 |