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 | SONNTAG ROOFING & GUTTERS, LLC RETIREMENT PLAN | 401k | $758K | 12 | 2024 | |
| 002 | SONNTAG ROOFING & GUTTERS, LLC CASH BALANCE PLAN | CashBalance | $301K | 8 | 2024 |