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 | LOUISE PHILLIPS, LLC PENSION PLAN | TraditionalDB | $2.4M | 4 | 2024 | |
| 002 | LOUISE PHILLIPS, LLC RETIREMENT PLAN | ProfitSharing | $359K | 5 | 2025 |