Assets by plan
Share of aggregate retirement assets
81%top
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LEXICON LAW, PC CASH BALANCE PENSION PLAN & TRUST | CashBalance | $349K | 6 | 2024 | |
| 001 | LEXICON LAW, PC 401(K) PROFIT SHARING PLAN & TRUST | ProfitSharing | $80K | 6 | 2024 |