Assets by plan
Share of aggregate retirement assets
71%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GELB & GELB, P.C. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.6M | 5 | 2024 | |
| 002 | GELB & GELB, P.C. CASH BALANCE PLAN | CashBalance | $658K | 3 | 2024 |