Assets by plan
Share of aggregate retirement assets
Filings through .
Share of aggregate retirement assets
Active + retired + deferred vested
401(k)
Profit-sharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | THE ORACLE LEGAL GROUP 401(K) PLAN | 401(k) | $146K | 3 | 2025 | |
| 002 | THE ULG PROFIT SHARING PENSION PLAN | Profit-sharing | $86K | 3 | 2024 |