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 | |
|---|---|---|---|---|---|---|
| 001 | GELLER EVENTS, INC. CASH BALANCE PLAN | CashBalance | $1.3M | 2 | 2024 | |
| 002 | GELLER EVENTS, INC. PROFIT SHARING 401(K) PLAN | ProfitSharing | $427K | 3 | 2025 |