Assets by plan
Share of aggregate retirement assets
93%top
Share of aggregate retirement assets
Active + retired + deferred vested
TraditionalDB
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE ERISA FIDUCIARY GROUP, LLC DB PLAN | TraditionalDB | $2.0M | 2 | 2025 | |
| 002 | THE ERISA FIDUCIARY GROUP, LLC PSP PLAN | 401k | $143K | 2 | 2025 |