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 | K A WAGGONER LLC 401(K) PLAN | 401k | $2.7M | 3 | 2025 | |
| 002 | KA WAGGONER, LLC DBA KWK MANAGEMENT GROUP, LLC CASH BALANCE PENSION PLAN | CashBalance | $983K | 3 | 2024 |