Assets by plan
Share of aggregate retirement assets
77%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | THE JOSEPHS LAW FIRM 401K PLAN | 401k | $2.3M | 3 | 2025 | |
| 005 | THE JOSEPHS LAW FIRM CBP | CashBalance | $679K | 2 | 2025 |