Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HALPERN MAY YBARRA GELBERG 401(K) PLAN | 401k | $12.3M | 32 | 2025 | |
| 002 | HALPERN MAY YBARRA GELBERG CASH BALANCE PLAN | CashBalance | $3.8M | 13 | 2025 |