Assets by plan
Share of aggregate retirement assets
60%top
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
Self Funded
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DUTKO RAGEN HOMES & INVESTMENTS CASH BALANCE PLAN | CashBalance | $992K | 4 | 2024 | |
| 001 | D & R REAL ESTATE ENTERPRISE L 401(K) PROFIT SHARING PLAN & TRUST | 401k | $662K | 9 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | DUTKO RAGEN HOMES & INVESTMENTS CASH BALANCE PLAN | Self Funded | - | $0 | 0 | 2024 |