Assets by plan
Share of aggregate retirement assets
77%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEE SULLIVAN SHEA & SMITH LLP 401(K) PLAN | 401k | $9.0M | 23 | 2025 | |
| 002 | LEE SULLIVAN SHEA & SMITH LLP CASH BALANCE PLAN | CashBalance | $2.8M | 21 | 2025 |