Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PLANE VIEW PARTNERS CASH BALANCE PLAN | CashBalance | $5.5M | 5 | 2024 | |
| 001 | PLANE VIEW PARTNERS 401K PROFIT SHARING PLAN | 401k | $2.9M | 6 | 2024 |