Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SHALHOUB & COMPANY, LLC CASH BALANCE PLAN | CashBalance | $3.7M | 3 | 2024 | |
| 001 | SHALHOUB & COMPANY, LLC 401(K) PROFIT SHARING PLAN | 401k | $979K | 3 | 2024 |