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 | SICO HOELSCHER HARRIS LLP RETIREMENT PLAN | 401k | $4.9M | 27 | 2025 | |
| 003 | SICO HOELSCHER HARRIS LLP CASH BALANCE PLAN | CashBalance | $3.7M | 37 | 2024 |