Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WIND RIVER PARTNERS, LLC CASH BALANCE PLAN | CashBalance | $2.9M | 3 | 2024 | |
| 002 | WIND RIVER PARTNERS, LLC PROFIT SHARING PLAN | ProfitSharing | $804K | 3 | 2024 |