Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $97.6M assets / 717 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Nonqualified
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | GEMBA GROUP ANNUITY PLAN | Nonqualified | $92.6M | 689 | 2025 |
| #004 | GEMBA INC. 401(K) PLAN | 401(k) | $4.9M | 28 | 2025 |