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 | |
|---|---|---|---|---|---|---|
| 002 | BROOKE CONSULTING LLC CASH BALANCE PLAN | CashBalance | $847K | 2 | 2025 | |
| 001 | BROOKE CONSULTING LLC 401K PROFIT SHARING PLAN | 401k | $359K | 5 | 2025 |