Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
ProfitSharing
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COPE JORDAN INC RETIREMENT PLAN | ProfitSharing | $2.8M | 21 | 2025 | |
| 002 | KIDDIE ACADEMY OF CENTER VALLEY 401K PLAN | 401k | $251K | 51 | 2025 |