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 | PONTISAKOS & BRANDMAN, P.C. 401(K) PROFIT SHARING PLAN | 401k | $7.3M | 6 | 2025 | |
| 003 | PONTISAKOS & BRANDMAN, P.C. CASH BALANCE PLAN | CashBalance | $2.8M | 4 | 2025 |