Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CORINTHIAN WEALTH PARTNERS RETIREMENT PLAN | 401k | $4.4M | 3 | 2025 | |
| 002 | CORINTHIAN WEALTH PARTNERS, LLC CASH BALANCE PLAN | CashBalance | $616K | 3 | 2025 |