Assets by plan
Share of aggregate retirement assets
54%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WENTWORTH FINANCIAL COMMUNICATIONS, INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $950K | 10 | 2025 | |
| 002 | WENTWORTH FINANCIAL COMMUNICATIONS, INC CASH BALANCE PLAN & TRUST | CashBalance | $810K | 5 | 2024 |