Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
Self Funded
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CALL MATT, P.C. CASH BALANCE PENSION PLAN | CashBalance | $483K | 4 | 2024 | |
| 001 | CALL MATT, P.C. 401(K) PLAN | 401k | $172K | 5 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MATTHEW MCLAUGHLIN CBIN BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |