Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE MALONEY FIRM, APC 401(K) PLAN | 401k | $2.8M | 14 | 2025 | |
| 002 | THE MALONEY FIRM, APC CASH BALANCE PENSION PLAN | CashBalance | $1.3M | 5 | 2024 | |
| 003 | THE MALONEY FIRM, APC PROFIT SHARING PLAN | ProfitSharing | $200K | 7 | 2024 |