Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COASTAL VIEW AFFILIATES PENSION PLAN | CashBalance | $4.9M | 16 | 2025 | |
| 002 | COASTAL VIEW AFFILIATES 401(K) PROFIT SHARING PLAN | 401k | $689K | 33 | 2025 |