Assets by plan
Share of aggregate retirement assets
89%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INTEGRATED RETIREMENT PLAN SOLUTIONS, LLC 401(K) PROFIT-SHARING PLAN AND TRUST | 401k | $4.8M | 15 | 2024 | |
| 002 | INTEGRATED RETIREMENT PLAN SOLUTIONS, LLC CASH BALANCE PENSION PLAN | CashBalance | $595K | 11 | 2024 |