Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
TraditionalDB
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EXIT STRATEGIES, LLC DEFINED BENEFIT PLAN | TraditionalDB | $8.7M | 10 | 2024 | |
| 002 | EXIT STRATEGIES, LLC PROFIT SHARING PLAN | ProfitSharing | $1.4M | 3 | 2024 |