Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $18.4M assets / 199 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BLAND & ASSOCIATES, P.C. 401K PROFIT SHARING PLAN | 401(k) | $15.7M | 116 | 2025 |
| #002 | BLAND & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.7M | 83 | 2025 |