Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
Self Funded
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RUSSO ROSALINA CO LPA 401 K PROFIT SHARING PLAN TRUST | 401k | $2.1M | 11 | 2025 | |
| 002 | RUSSO ROSALINA & CO., LPA CASH BALANCE PLAN | CashBalance | $556K | 10 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | RUSSO ROSALINA AND CO LPA SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |