Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE BRUMAN GROUP, PLLC 401(K) PROFIT SHARING PLAN | 401k | $4.1M | 18 | 2024 | |
| 002 | THE BRUMAN GROUP, PLLC CASH BALANCE PENSION PLAN | CashBalance | $1.2M | 12 | 2025 |