Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
TraditionalDB
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LAWRENCE & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | 401k | $2.1M | 49 | 2025 | |
| 002 | LAWRENCE & ASSOCIATES, LLC DEFINED BENEFIT PLAN | TraditionalDB | $1.1M | 12 | 2025 |