Assets by plan
Share of aggregate retirement assets
69%top
Share of aggregate retirement assets
Active + retired + deferred vested
CashBalance
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | URBAN FINANCE AND DEVELOPMENT, GP, LLC CASH BALANCE PLAN | CashBalance | $1.3M | 3 | 2024 | |
| 002 | URBAN FINANCE AND DEVELOPMENT GP, LLC 401(K) PLAN | 401k | $568K | 3 | 2025 |